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Balanced Wealth Group LLC

● SEC registered since 2023CRD 328007SEC# 801-128997Westlake, OH
Export (members)
Reg. AUM
$419.9M
Employees
9
Accounts
1,552
Location
Westlake, OH

Balanced Wealth Group LLC assets under management

Balanced Wealth Group LLC is a registered investment adviser overseen by the SEC based in Westlake, OH. The firm has been registered since 2023. It reports $419.9 million in regulatory assets under management and employs 9 people.
open.spotify.com/show/7hppiiiwsspnzark36qqwaView on SEC.gov ↗

Balanced Wealth Group LLC owners & executives

3 reported
NameTitleOwnershipSince
Joshua Randolph Harrell ControlPartner / Lead Advisor10-25%2023
Matthew Christopher Daugherty ControlCeo/President / Managing Member50-75%2023
Michelle Lynn Taylor ControlChief Operations Officer / Chief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Balanced Wealth Group LLC manage?

Balanced Wealth Group LLC reports $419.9 million in regulatory assets under management on its Form ADV.

How many employees does Balanced Wealth Group LLC have?

Balanced Wealth Group LLC reports 9 employees.

Where is Balanced Wealth Group LLC located?

Balanced Wealth Group LLC is based in Westlake, OH and has been SEC-registered since 2023.

Does Balanced Wealth Group LLC disclose fund performance?

Balanced Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1991 Crocker Road, Suite 300, Westlake, OH 44145
Phone(440) 871-6501
Fax(440) 398-0477
Office hours8:30a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$419.9M
Non-discretionary$0
Total (RAUM)$419.9M