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| Balanced Wealth Group LLC
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|---|---|
| CRD # | 328007 |
| SEC # | 801-128997 |
| CIK # | 0002009783 |
| AUM | 494.1 M (2026-06-12) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 440-871-6501 |
| Address | 1991 Crocker Road Westlake, OH 44145 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002009783 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.8 | ||
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 8.3 | ||
| SPDR Gold Trust | 3.1 | ||
| FirstEnergy Corp | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| Marriott International Inc /MD/ | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 328 | 152.7 |
| (b) Individuals (high net worth individuals) | 127 | 294.5 |
| (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 | 0.5 |
| (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 | 43 | 46.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,588 | 494.1 |
| By Discretionary | ||
| Discretionary | 1,588 | 494.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,588 | 494.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 493.6 | |
| Total | 1,588 | 494.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009783] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 14 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cherrydale Wealth Management LLC
✚
|
NJ | 495.5 M |
|
Portfolio Advisory Council LLC
✚
|
TX | 494.9 M |
|
Greystone Financial Group LLC
✚
|
MI | 494.9 M |
|
JDH Wealth Management LLC
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|
CA | 494.9 M |
|
Sterling Wealth Management Inc
✚
|
IL | 494.6 M |
|
Pacific Ridge Capital Partners LLC
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|
OR | 494.6 M |
|
Busey Capital Management Inc
✚
|
IL | 493.8 M |
|
Allred Capital Management LLC
✚
|
TX | 493.4 M |
|
HFM Investment Advisors Inc
✚
|
493.1 M | |
|
Symmetry Capital Advisors LLC
✚
|
TX | 492.7 M |