Balanced Wealth Management, LLC
Balanced Wealth Management, LLC is an SEC-registered mass-market adviser with $102.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Balanced Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174699, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $102.0M (2026-04-16)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 248
- CRD
- 174699
- Ownership
- AUCLAIR, ROBERT, NICHOLAS
How much AUM does Balanced Wealth Management, LLC have?
Balanced Wealth Management, LLC reported $102.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Balanced Wealth Management, LLC?
Disclosed owners and executives of Balanced Wealth Management, LLC include AUCLAIR, ROBERT, NICHOLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.