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| Keyboard |
| Balanz Advisors LLC
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|---|---|
| CRD # | 322263 |
| SEC # | 801-126818 |
| CIK # | |
| AUM | 152.6 M (2026-04-02) |
| Employees | 11 (36% Investors, 36% Brokers) |
| Phone | 786-292-7009 |
| Address | 2811 Ponce de Leon Blvd Coral Gables, FL 33134 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 7.6 |
| (b) Individuals (high net worth individuals) | 32 | 46.4 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 98.2 |
| (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 | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 66 | 152.6 |
| By Discretionary | ||
| Discretionary | 32 | 29.6 |
| Non-Discretionary | 34 | 123.0 |
| Total | 66 | 152.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 100.2 | |
| United States Persons | 52.4 | |
| Total | 66 | 152.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
TME Financial Inc
✚
|
CA | 153.1 M |
|
East Coast Wealth Management Inc
✚
|
NJ | 153.0 M |
|
STW Associates
✚
|
152.8 M | |
|
Blue Point Financial Inc
✚
|
ME | 152.7 M |
|
Garner Financial Management Inc
✚
|
CA | 152.6 M |
|
Troutman Wealth Management LLC
✚
|
PA | 152.5 M |
|
JCM Strategic Wealth Partners LLC
✚
|
IN | 152.4 M |
|
Northlanding Financial Partners LLC
✚
|
NY | 152.2 M |
|
Wellspring Advisors Inc
✚
|
OR | 152.2 M |
|
Dimensions Wealth Management LLC
✚
|
CA | 152.1 M |