PPrivate Fund Data Log in Join · $37/mo

Shaun Thomas Carney

Partner, Wealth AdvisorBalance Wealth Partners LLCCRD 6827381

About Shaun Thomas Carney

Shaun Thomas Carney is listed as Partner, Wealth Advisor at Balance Wealth Partners LLC in Worthington, OH. Form ADV reports a beneficial ownership band of Under 5%. Shaun Thomas Carney is associated with 5 registered advisers.

Reported ownership

Owns Under 5% of Balance Wealth Partners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Shaun Thomas Carney work?

Shaun Thomas Carney is listed as Partner, Wealth Advisor at Balance Wealth Partners LLC on SEC Form ADV.

How much of Balance Wealth Partners LLC does Shaun Thomas Carney own?

Form ADV reports a beneficial ownership band of Under 5%.

Balance Wealth Partners LLC

TitlePartner, Wealth Advisor
OwnershipUnder 5%
Control personYes
Since2025
View Balance Wealth Partners LLC →

Bolt Financial Group, Inc

TitleChief Executive Officer & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2017
View Bolt Financial Group, Inc →

Agdeavor Investments, LLC

TitlePresident & Cco
OwnershipUnder 5%
Control personYes
Since2019
View Agdeavor Investments, LLC →

Balance Wealth Partners LLC

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

Agdeavor Investments, LLC

TitlePresident/Cco
OwnershipOver 75%
Control personYes
Since2017
View Agdeavor Investments, LLC →