Balanced Wealth Group LLC
Balanced Wealth Group LLC is an SEC-registered mass-market adviser in Westlake, OH with $494.1M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Balanced Wealth Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328007, SEC 801-128997, data through 2026-06-12.
- AUM (assets under management / regulatory AUM)
- $494.1M (2026-06-12)
- Firm type
- Mass-Market Adviser
- Location
- Westlake, OH
- Employees
- 12
- Clients
- 498
- CRD
- 328007
- Ownership
- HARRELL, JOSHUA, RANDOLPH; Taylor, Michelle, Lynn; DAUGHERTY, MATTHEW, CHRISTOPHER; Gottshall, Matthew, Thomas; WINN, CHRISTOPHER, EDWARD
How much AUM does Balanced Wealth Group LLC have?
Balanced Wealth Group LLC reported $494.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-12).
Who owns Balanced Wealth Group LLC?
Disclosed owners and executives of Balanced Wealth Group LLC include HARRELL, JOSHUA, RANDOLPH, Taylor, Michelle, Lynn, DAUGHERTY, MATTHEW, CHRISTOPHER, Gottshall, Matthew, Thomas, WINN, CHRISTOPHER, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.