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Building 2BALANCED WEALTH GROUP LLC

Map pinWESTLAKE, OH
Phone(440) 871-6501
NotebookSEC #801-128997
Total AUM
$494.1M
Employees
12
Clients
500

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1991 CROCKER ROAD
SUITE 300
WESTLAKE
OH 44145
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(440) 871-6501
Other Offices
2

ReceiptFinancials

Total AUM
$494.1M
Accounts
1,588
Discretionary
$494.1M
Accounts
1,588
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
328
AUM
$152.7M
HNW Individual Clients
127
AUM
$294.5M
Pension/Profit Sharing Plan Clients
1
AUM
$488.3K
Charitable Organization Clients
1
AUM
$0
Corporation or Business Clients
43
AUM
$46.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMINCNHOHPASCTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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