BALANCED WEALTH MANAGEMENT, LLC.
Firm details
- Headquarters
- EAST GREENWICH, Rhode Island
- CRD number
- 174699
- Registered since
- April 8, 2026
- Website
- balancedwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals72.72%
- HNWI22.17%
- Pension & Profit Sharing Plans5.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Balanced Wealth Management, LLC is an independent RIA organized as an LLC and owned by an individual principal. The firm bills clients on a percentage-of-AUM basis and describes itself as a capital allocator that works with both individual/family and institutional clients. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm does not position itself as an active ESG investor.
Assets & Accounts
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
- Public Funds/Mutual Funds86%
- Exchange Traded Equities12%
- State & Local Bonds2%
Owners & executives
1 of 1ROBERT AUCLAIR
Principal & COOCRD 2999541
Contacts
1 of 1WILLIAM HERBERT
ParaplannerCRD 7628823
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EAST GREENWICH, RI
KENT
Location
EAST GREENWICH, RI
Headquartered in EAST GREENWICH, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- KENT
- Address
- 378 Main St
- Time zone
- ET (UTC-5)
- Office locations
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