Balanced Wealth Partners LLC
Firm details
- Headquarters
- Fort Collins, Colorado
- CRD number
- 334701
- Website
- balancedwealthpartners.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI54.7%
- Individuals45.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Balanced Wealth Partners LLC is an independent, Colorado-registered limited liability company that provides financial planning and discretionary portfolio management for individuals, families and small businesses. The firm is owner-operated and bills clients using a mix of percentage-of-assets and fixed fees. Its stated advisory activities center on financial planning and portfolio management rather than pension consulting or institutional mandates. The firm lists an affiliation with an insurance company and is not positioned as an ESG-focused manager.
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
Owners & executives
1 of 1
Chase Grundy
Chief Compliance OfficerCRD 6956912
Contacts
1 of 1Paulette Anderson
Office ManagerCRD 8031474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Collins, CO
Larimer
Location
Fort Collins, CO
Headquartered in Fort Collins, CO, in the West of the United States.
- Region
- West
- County
- Larimer
- Address
- 3711 John F Kennedy Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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