Bolt Financial Holdings LLC is listed as Member at Balance Wealth Partners LLC in Worthington, OH. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Balance Wealth Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Bolt Financial Holdings LLC work?
Bolt Financial Holdings LLC is listed as Member at Balance Wealth Partners LLC on SEC Form ADV.
How much of Balance Wealth Partners LLC does Bolt Financial Holdings LLC own?
Form ADV reports a beneficial ownership band of 50-75%.