BALANCED WEALTH MANAGEMENT

Overview

Balanced Wealth Management is a sole proprietorship run by an individual owner that combines advisory work with real estate and insurance brokerage. The firm positions itself as a capital allocator and the advisory activity it reports centers on selecting other advisers and running educational seminars or workshops. That suggests a model where the firm curates third-party managers and educates clients rather than operating a large in-house discretionary platform. Investment preferences on record are limited: the firm is not identified as an active ESG investor and its fee structure is classified as “Other,” indicating compensation may come from non-standard advisory fees or transactional/insurance commissions. The mix of activities — real estate brokerage, insurance brokerage and adviser-of-advisers — points to a practice oriented toward estate, insurance and real asset solutions rather than high-volume institutional asset management.

Assets & Accounts

Investments & Alternatives

Location & Offices