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BALANCE WEALTH
Legal name: BALANCE WEALTH PARTNERS LLC
CRD 329589File 801-131997
APPROVED
Retail clients
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$386.7M
Below cohort median (national)
Discretionary AUM
$386.7M
Clients
553
2,236 accounts
Employees
12
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 18, 2025
- Principal office
- 5701 NORTH HIGH STREET, SUITE 100, WORTHINGTON, OH, 43085
- Phone
- (800) 551-7787
- Website
- https://balancewealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $386.7M
- Discretionary AUM
- $386.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,236
- Non-discretionary accounts
- 0
- Total accounts
- 2,236
- AUM per client
- $699K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 102 | $240.7M |
| Individuals (other than high net worth individuals) | 451 | $145.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- 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 11This 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.