Balance Wealth

RIASEC Registered

Total AUM

$387M

Discretionary

$387M

100% of AUM

Avg account

$173K

Accounts

2,236

Employees

Advisory reps

Firm details

Headquarters: Worthington, Ohio
CRD number: 329589
Registered since: February 18, 2025
Website: balancewealth.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI62.26%
Individuals37.74%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Balance Wealth is an independent RIA structured as an LLC that provides financial planning and portfolio management primarily for individual and family clients. The firm is registered with the SEC (registration year 2025) and describes itself as a capital allocator that also performs selection of other advisers on behalf of clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and outsourcing manager-selection tasks. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. Balance Wealth does not position itself as an active ESG investor and lists an industry affiliation with an insurance company.