| Name | Title | Ownership | Since |
|---|---|---|---|
| Balance Wealth Holdings LLC Control | Member | 50-75% | 2025 |
| Bolt Financial Holdings LLC Control | Member | 50-75% | 2025 |
| Nicholas Carter Gookin Control | Chief Investment Officer | Under 5% | 2024 |
Balance Wealth Partners LLC reports $348.4 million in regulatory assets under management on its Form ADV.
Balance Wealth Partners LLC reports 10 employees.
Balance Wealth Partners LLC is based in Worthington, OH and has been SEC-registered since 2025.
Balance Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5701 North High Street, Suite 100, Worthington, OH 43085 |
| Phone | (800) 551-7787 |
| Fax | N/A |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $348.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $348.4M |