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Home > Retirement Planners > ohio > westlake > BALANCED WEALTH GROUP LLC
BALANCED WEALTH GROUP LLC
1991 Crocker Road
Suite 300
Westlake, Ohio 44145
Tel: (440) 871-6501
About BALANCED WEALTH GROUP LLC
BALANCED WEALTH GROUP LLC, formally registered with the SEC as BALANCED WEALTH GROUP LLC. The firm was established in 11/02/2023. They have over 3 offices throughout the country.
BALANCED WEALTH GROUP LLC is a Westlake, Ohio based Financial Planning firm with nearly $419,910,000 assets under management, offering retirement planning & investment advisory services to 1552 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328007 |
| SEC# | 801-128997 |
| Assets Managed by Firm | $419,910,000 |
| No. of Clients | 1552 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1552 | $419,910,000 |
| Individuals (other than high net worth individuals) | 351 | $146,868,000 |
| High net worth individuals | 111 | $243,360,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $71,000 |
| Charitable organizations | 9 | $261,000 |
| Corporations or other businesses | 45 | $29,350,000 |
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|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
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| $54,569,476,420 | 741 | 48 | |
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