|
⚲
|
| Keyboard |
| Balance Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 329589 |
| SEC # | 801-131997 |
| CIK # | 0002065247 |
| AUM | 386.7 M (2026-03-23) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 800-551-7787 |
| Address | 5701 North High Street Worthington, OH 43085 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($) | |
|---|---|---|---|
| Wells Fargo & Co/MN | 4,772,989.0 | ||
| Microsoft Corp | 3,075,862.0 | ||
| Apple Inc | 2,756,601.0 | ||
| Holdings by Sector ($) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 451 | 145.9 |
| (b) Individuals (high net worth individuals) | 102 | 240.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,236 | 386.7 |
| By Discretionary | ||
| Discretionary | 2,236 | 386.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,236 | 386.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 386.5 | |
| Total | 2,236 | 386.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002065247] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 11 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hassell Wealth Management LLC
✚
|
LA | 387.4 M |
|
Soundview Advisors Inc
✚
|
WA | 387.2 M |
|
MacroView Investment Management LLC
✚
|
MD | 387.1 M |
|
Lewis Asset Management LLC
✚
|
CA | 387.1 M |
|
New Wave Wealth Advisors LLC
✚
|
AR | 386.8 M |
|
1836 Asset Management LLC
✚
|
TX | 386.6 M |
|
Skyline Advisors Inc
✚
|
WA | 386.5 M |
|
Ostrofe Financial Consultants Inc
✚
|
CA | 386.4 M |
|
Cannon Capital Management Inc
✚
|
UT | 386.1 M |
|
TAPP Finance Inc
✚
|
386.0 M |