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BALANCED WEALTH PARTNERS LLC
CRD 334701
3711 JOHN F KENNEDY PARKWAY, SUITE 230, FORT COLLINS, CO, 80525, United States
Phone
970-851-8800
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$19.6M
Discretionary AUM
$19.6M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $8.9M |
| High net worth individuals | 11 | $10.7M |
Official SEC filing: View on IAPD