BALANZ

Legal name: BALANZ ADVISORS LLC

CRD 322263File 801-126818

APPROVED

Retail clients

Filing as of Apr 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$152.6M

Bottom 25% of cohort (national)

Discretionary AUM

$29.6M

Non-discretionary $123.0M

Clients

66 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Nov 2, 2022
Principal office: 2811 PONCE DE LEON BLVD., SUITE 710, CORAL GABLES, FL, 33134
Phone: 786 292-7009
Website: https://balanz.us

Assets & accounts

ADV Item 5F

Total regulatory AUM: $152.6M
Discretionary AUM: $29.6M
Non-discretionary AUM: $123.0M
Discretionary accounts: 32
Non-discretionary accounts: 34
Total accounts: 66
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	2	$337K
Other investment advisers	1	$98.2M
High net worth individuals	32	$46.4M
Individuals (other than high net worth individuals)	31	$7.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.