BALANCED WEALTH GROUP LLC

CRD 328007File 801-128997

APPROVED

Retail clients

Custody

Filing as of Jul 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$494.1M

Above cohort median (national)

Discretionary AUM

$494.1M

Clients

498

1,588 accounts

Employees

Above cohort median in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Nov 2, 2023
Principal office: 1991 CROCKER ROAD, SUITE 300, WESTLAKE, OH, 44145
Phone: (440) 871-6501
Website: https://www.youtube.com/@balancedwealthgroup

Assets & accounts

ADV Item 5F

Total regulatory AUM: $494.1M
Discretionary AUM: $494.1M
Non-discretionary AUM: $0
Discretionary accounts: 1,588
Non-discretionary accounts: 0
Total accounts: 1,588
AUM per client: $992K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	43	$46.5M
Charitable organizations	Fewer than 5	Not reported
High net worth individuals	127	$294.5M
Pension and profit sharing plans	Fewer than 5	$488K
Individuals (other than high net worth individuals)	328	$152.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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.