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Balanced Wealth Management, LLC.

● SEC registered since 2026CRD 174699SEC# 801-135800East Greenwich, RI
Export (members)
Reg. AUM
$102M
Employees
4
Accounts
503
Location
East Greenwich, RI

Balanced Wealth Management, LLC. assets under management

Balanced Wealth Management, LLC. is a registered investment adviser overseen by the SEC based in East Greenwich, RI. The firm has been registered since 2026. It reports $102 million in regulatory assets under management and employs 4 people.
www.facebook.com/balancedwealthmanagementView on SEC.gov ↗

Balanced Wealth Management, LLC. owners & executives

1 reported
NameTitleOwnershipSince
Robert Nicholas Auclair ControlPrincipal And Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Balanced Wealth Management, LLC. manage?

Balanced Wealth Management, LLC. reports $102 million in regulatory assets under management on its Form ADV.

How many employees does Balanced Wealth Management, LLC. have?

Balanced Wealth Management, LLC. reports 4 employees.

Where is Balanced Wealth Management, LLC. located?

Balanced Wealth Management, LLC. is based in East Greenwich, RI and has been SEC-registered since 2026.

Does Balanced Wealth Management, LLC. disclose fund performance?

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

Contact & registration

Address378 Main Street, Suite 105, East Greenwich, RI 02818
Phone(401) 398-2000
Office hours9:00a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$102M
Non-discretionary$0
Total (RAUM)$102M