BALANCED WEALTH PARTNERS LLC

Overview

Balanced Wealth Partners LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on delivering financial planning and portfolio management services to individual and family clients and small businesses. Its advisory model combines fee-based asset management (percentage of AUM) with fixed-fee planning engagements. Investment activity is tilted toward public equities: the firm lists exchange-traded equities and ETFs as its primary building blocks and identifies an equity preference in portfolio construction. Balanced Wealth Partners is not positioned as a capital allocator and does not report active ESG investing or multi-state advisory registration; it also maintains an industry affiliation with an insurance company, which suggests insurance solutions may be integrated into client planning when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices