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| Happy Holidays!! thanks for using AUM13F!! |
| Balanced Wealth Group LLC
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| CRD # | 328007 |
| SEC # | 801-128997 |
| CIK # | 0002009783 |
| AUM | $419.9 M (2025-04-15) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 440-871-6501 |
| Address | 1991 Crocker Road Westlake, OH 44145 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002009783 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.9 | ||
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 7.7 | ||
| SPDR Gold Trust | 2.3 | ||
| FirstEnergy Corp | 1.2 | ||
| Microsoft Corp | 1.2 | ||
| Marriott International Inc /MD/ | 0.9 | ||
| Alphabet Inc | 0.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 351 | 146.9 |
| (b) Individuals (high net worth individuals) | 111 | 243.4 |
| (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 | 0.1 |
| (h) Charitable organizations | 9 | 0.3 |
| (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 | 45 | 29.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,552 | 419.9 |
| By Discretionary | ||
| Discretionary | 1,552 | 419.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,552 | 419.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 419.2 | |
| Total | 1,552 | 419.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002009783] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Go Invest LLC
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|
UT | 0.4 |
|
Bell & Brown Wealth Advisors LLC
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|
CA | 0.4 |
|
Astoria Strategic Wealth Inc
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|
0.4 | |
|
Laurus Global Equity Management Inc
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|
0.4 | |
|
Joyce Wealth Management LLC
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TX | 0.4 |
|
SMH Capital Advisors LLC
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|
TX | 0.4 |
|
The Pines Wealth Management LLC
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|
NC | 0.4 |
|
Comprehensive Financial Planning Inc
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|
PA | 0.4 |
|
Sindia Capital Advisers LLC
✚
|
NJ | 0.4 |
|
Bowman & Company SC
✚
|
WI | 0.4 |