Balance Wealth
Balance Wealth is an SEC-registered mass-market adviser in Worthington, OH with $386.7M assets under management (AUM, regulatory AUM), +106% over one year. See who owns Balance Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329589, SEC 801-131997, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $386.7M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Worthington, OH
- Employees
- 12
- Clients
- 553
- CRD
- 329589
- Ownership
- MANNEN, RYAN, MATTHEW; GOOKIN, NICHOLAS, CARTER; CARNEY, SHAUN, THOMAS; Lamendola, Nora, Catherine; GAVLAK, ROBERT, JERRY
How much AUM does Balance Wealth have?
Balance Wealth reported $386.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Balance Wealth?
Disclosed owners and executives of Balance Wealth include MANNEN, RYAN, MATTHEW, GOOKIN, NICHOLAS, CARTER, CARNEY, SHAUN, THOMAS, Lamendola, Nora, Catherine, GAVLAK, ROBERT, JERRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.