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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2026 | Clients | 557 | 553 | decreased by4 |
| Apr 1, 2026 | AUM | $348,405,283 | $386,652,646 | increased by$38,247,363 |
| Apr 1, 2026 | Accounts | 2,019 | 2,236 | increased by217 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 11 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 237 | 557 | increased by320 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $187,559,245 | $348,405,283 | increased by$160,846,038 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 883 | 2,019 | increased by1,136 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BALANCE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BALANCE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.