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 independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves both individual/family and institutional clients and operates as a capital allocator, selecting third-party managers alongside in-house portfolio work. Its advisory services cover comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are a mix of percentage of assets under management, hourly charges, and fixed fees. The firm reports it is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1Michelle Taylor
Chief Operations OfficerCRD 2638947
Contacts
3 of 4MATTHEW DAUGHERTY
Private Wealth AdvisorCRD 4433690
JOSHUA HARRELL
Senior Financial AdvisorCRD 5556167
Matthew Gottshall
Financial AdvisorCRD 6647963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$371M in ETFs
96%
$354M
4%
$16.3M
| 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 | $45.8M | 811,411 | 12.36% |
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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