Balance Wealth

Overview

Balance Wealth is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm is listed as SEC-registered in 2025 and describes itself as a capital allocator that both manages portfolios and selects outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements combine percentage-of-AUM billing with fixed fees. Filings indicate the firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices