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 is owned by an individual and positions itself as a capital allocator serving both individuals/families and institutional clients. Services listed in its filings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Fee arrangements are flexible: percentage of assets under management, hourly charges, and fixed fees are all used. The adviser does not identify as an active ESG investor and is not described as a multi-state adviser.
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
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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