Balanced Wealth Management

Overview

Balanced Wealth Management operates as a sole proprietorship and is registered as an institutional RIA. The firm is owned and controlled by an individual and positions itself as a capital allocator rather than a product shop. Its business mix includes real estate brokerage and insurance brokerage alongside advisory work. On the advisory side the firm offers selection-of-other-advisers services and runs educational seminars or workshops for clients or prospects. The firm reports a nonstandard fee structure and is not identified as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices