BALANCE WEALTH
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
FINTRXOverview
Balance Wealth is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2025. The firm serves individual and family clients and combines financial planning with portfolio management for individuals and small businesses. Its advisory services also include pension consulting and the selection of other advisers, and the firm identifies itself as a capital allocator that invests through third-party managers. Fee arrangements include both a percentage-of-AUM component and fixed fees. Balance Wealth does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities12%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
- Private Funds1%
Owners & executives
3 of 4Nora Lamendola
Chief Experience OfficerCRD 7257703
ROBERT GAVLAK
CEOCRD 5686543
NICHOLAS GOOKIN
Chief Investment OfficerCRD 6871985
Contacts
3 of 6Adam Fitch
Wealth AdvisorCRD 6662903
David Marlin
Wealth AdvisorCRD 6925672
TIMOTHY POWER
PartnerCRD 4746589
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WORTHINGTON, OH
FRANKLIN
Location
WORTHINGTON, OH
Headquartered in WORTHINGTON, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 5701 N High St
- Time zone
- ET (UTC-5)
- Office locations
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