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Robert Jerry Gavlak

Chief Executive Officer, Family Man, PartnerBalance Wealth Partners LLCCRD 5686543

About Robert Jerry Gavlak

Robert Jerry Gavlak is listed as Chief Executive Officer, Family Man, Partner at Balance Wealth Partners LLC in Worthington, OH. Form ADV reports a beneficial ownership band of Over 75%. Robert Jerry Gavlak is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Balance Wealth Partners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Robert Jerry Gavlak work?

Robert Jerry Gavlak is listed as Chief Executive Officer, Family Man, Partner at Balance Wealth Partners LLC on SEC Form ADV.

How much of Balance Wealth Partners LLC does Robert Jerry Gavlak own?

Form ADV reports a beneficial ownership band of Over 75%.

Balance Wealth Partners LLC

TitleChief Executive Officer, Family Man, Partner
OwnershipOver 75%
Control personYes
Since2018
View Balance Wealth Partners LLC →

Balance Wealth Partners LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2025
View Balance Wealth Partners LLC →