Balanced Wealth Management, LLC

RIASEC RegisteredEst. 2026

Total AUM

$102M

Discretionary

$102M

100% of AUM

Avg account

$203K

Accounts

503

Employees

4

Advisory reps

2

Firm details

Headquarters: West Warwick, Rhode Island
CRD number: 174699
Registered since: April 8, 2026
Website: balancedwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: Individuals72.72%
HNWI22.17%
Pension & Profit Sharing Plans5.11%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Balanced Wealth Management, LLC is an independent registered investment adviser organized as an LLC and described as a capital allocator. The firm reports serving both individual & family and institutional clients and charges fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Public Funds/Mutual Funds86%
Exchange Traded Equities12%
State & Local Bonds2%

Owners & executives

1 of 1

Robert Auclair
Principal & COOCRD 2999541

Contacts

1 of 1

William Herbert
ParaplannerCRD 7628823

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

West Warwick, RI

Kent

Location

West Warwick, RI

Headquartered in West Warwick, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Kent
Address: 1350 Division Rd
Time zone: ET (UTC-5)
Office locations

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