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| Happy Holidays!! thanks for using AUM13F!! |
| Balance Wealth Partners LLC
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| CRD # | 329589 |
| SEC # | 801-131997 |
| CIK # | |
| AUM | $348.4 M (2025-07-17) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 800-551-7787 |
| Address | 5701 North High Street Worthington, OH 43085 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 464 | 140.9 |
| (b) Individuals (high net worth individuals) | 93 | 207.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,019 | 348.4 |
| By Discretionary | ||
| Discretionary | 2,019 | 348.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,019 | 348.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 348.4 | |
| Total | 2,019 | 348.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Southbridge Advisors LLC
✚
|
GA | 0.3 |
|
Tumwater Wealth Management LLC
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|
ID | 0.3 |
|
Virginia Wealth Management Group Inc
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VA | 0.3 |
|
Graystone Partners Wealth Management LLC
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AZ | 0.3 |
|
Kerberos Capital Management LLC
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IL | 0.3 |
|
Hassell Wealth Management LLC
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|
LA | 0.3 |
|
Planning Strategies Inc
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|
PA | 0.3 |
|
Anderson Financial Strategies LLC
✚
|
OH | 0.3 |
|
Financial Arcitects Inc
✚
|
MI | 0.3 |
|
SS&H Financial Advisors Inc
✚
|
MI | 0.3 |