BALANCED WEALTH GROUP LLC
SEC Form ADV profile.
Total regulatory AUM
$494,073,639
Discretionary
$494,073,639
Non-discretionary
$0
Firm details
- CRD number
- 328007
- SEC file number
- 801-128997
- Main office
- WESTLAKE, OH, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.