Balanced Wealth Group LLC

RIASEC RegisteredEst. 2023

Total AUM

$494M

Discretionary

$494M

100% of AUM

Avg account

$311K

Accounts

1,588

Employees

12

Advisory reps

5

Firm details

Headquarters: Westlake, Ohio
CRD number: 328007
Registered since: November 2, 2023
Website: choosebalance.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.6%
Individuals30.9%
Corporations / Businesses9.4%
Pension & Profit Sharing Plans0.1%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Balanced Wealth Group LLC is an independent, SEC‑registered advisory firm organized as an LLC and listed as a capital allocator. The firm serves individual and family clients as well as institutional accounts, providing financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection. Its fee arrangements include asset‑based fees, hourly charges and fixed fees. The firm does not position itself as an ESG investor and is not reported as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities59%
Public Funds/Mutual Funds33%
Cash & Cash Equivalents5%
State & Local Bonds1%
Investment Grade Corp Bonds1%

Owners & executives

1 of 1

Michelle Taylor
Chief Operations OfficerCRD 2638947

Contacts

3 of 4

Matthew Daugherty
Private Wealth AdvisorCRD 4433690
Joshua Harrell
Senior Financial AdvisorCRD 5556167
Matthew Gottshall
Financial AdvisorCRD 6647963

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 61

Active vs passive

$384M in ETFs

Passive

96%

$367M

Active

4%

$16.9M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV)	State Street	Passive	Large Value	$50.2M	827,687	13.08%

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Primary office

Westlake, OH

Cuyahoga

Location

Westlake, OH

Headquartered in Westlake, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area: Cleveland-Akron-Canton, OH
Region: Midwest
County: Cuyahoga
Address: 1991 Crocker Rd
Time zone: ET (UTC-5)
Office locations

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