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| Balanced Wealth Management LLC
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|---|---|
| CRD # | 174699 |
| SEC # | 801-135800 |
| CIK # | 0002009783 |
| AUM | 102.0 M (2026-04-16) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 401-398-2000 |
| Address | 378 Main Street East Greenwich, RI 02818 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 74.1 |
| (b) Individuals (high net worth individuals) | 18 | 22.6 |
| (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 | 5 | 5.2 |
| (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 | 503 | 102.0 |
| By Discretionary | ||
| Discretionary | 503 | 102.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 503 | 102.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.0 | |
| Total | 503 | 102.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009783] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brazos Capital LLC
✚
|
TX | 102.5 M |
|
Stillwater Capital Management Corp
✚
|
CA | 102.5 M |
|
Rocky Hill Advisors Inc
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|
MA | 102.4 M |
|
Capital Synergy Partners Inc
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|
CA | 102.3 M |
|
Betterman Digital Wealth Inc
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|
102.1 M | |
|
Haire Wealth Management Inc
✚
|
MS | 102.0 M |
|
Touchstone Capital Inc
✚
|
PA | 101.9 M |
|
Onewelth Inc
✚
|
NY | 101.9 M |
|
Strategic Wealth Partners LLC
✚
|
TN | 101.7 M |
|
Hanover Square Wealth Advisors LLC
✚
|
101.6 M |