Balanced Wealth Group LLC
Firm details
- Headquarters
- Westlake, Ohio
- CRD number
- 328007
- Registered since
- November 2, 2023
- Website
- choosebalance.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.6%
- Individuals30.9%
- Corporations / Businesses9.4%
- Pension & Profit Sharing Plans0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Balanced Wealth Group LLC is an independently owned SEC-registered registered investment adviser organized as an LLC. The firm is set up to serve both individual and family clients as well as institutional relationships and identifies itself as a capital allocator that sources third-party managers. Its advisory services list financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Compensation arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Michelle Taylor
Chief Operations OfficerCRD 2638947
Contacts
3 of 4
Matthew Daugherty
Private Wealth AdvisorCRD 4433690
Matthew Gottshall
Financial AdvisorCRD 6647963
Joshua Harrell
Senior Financial AdvisorCRD 5556167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$384M in ETFs
96%
$367M
4%
$16.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $50.2M | 827,687 | 13.08% |
Location
Westlake, OH
Cuyahoga
Location
Westlake, OH
Headquartered in Westlake, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 1991 Crocker Rd
- Time zone
- ET (UTC-5)
- Office locations
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