# Balance Wealth

> Balance Wealth is an SEC-registered investment advisory firm in Worthington, OH, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 329589
- Filed as: BALANCE WEALTH
- Legal name: Balance Wealth Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Worthington, OH
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329589
- AdvisorCensus page: https://advisorcensus.com/firm/balance-wealth-worthington-oh-329589

## Quick answers

**How is Balance Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Balance Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Balance Wealth's brochure say about its fees?**
Its Form ADV Part 2A brochure dated July 15, 2026 states: Asset-based fee: 0.4% to 1.2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Balance Wealth located?**
Balance Wealth's principal office is in Worthington, OH, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Balance Wealth registered with the SEC or a state?**
Balance Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 329589.

**How much does Balance Wealth manage?**
Balance Wealth reports $386,652,646 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).

**How have Balance Wealth's assets and staff changed since 2025?**
In the Form ADV data for Balance Wealth: Regulatory assets under management: $348,405,283 in the October 2025 data and $386,652,646 in the October 2026 data, up 11%. Total employees: 10 in October 2025 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Balance Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (451); high net worth individuals (102).

**Which custodians does Balance Wealth use?**
Balance Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Balance Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329589

**Does Balance Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated July 15, 2026 says: "Adviser does not require a minimum account value to open or maintain an account."

**What changed in Balance Wealth's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Asset-based fee: 0.4% to 1.2% a year (a range, as the brochure states it)

> Adviser’s standard asset-based fee schedules generally range from 0.40% to 1.20% of assets designed to be under Adviser’s management, charged monthly in advance of each month

- Account minimum: None

> Adviser does not require a minimum account value to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $386,652,646
- Discretionary: $386,652,646
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 451 | $145,934,947 |
| High net worth individuals | 102 | $240,717,699 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 12 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IN, MD, MI, NC, NE, NH, NY, OH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Liberty Township, OH
- Montrose, CO

### Websites listed on Form ADV (Item 1.I)
- balancewealth.com
- LinkedIn @balance-wealth-oh
- LinkedIn @tylerpurcell-balancewealth
- YouTube @UCVwvSU0Uj0uHb4R4npRa8fg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $348,405,283 | 10 | July 17, 2025 |
| October 2026 | $386,652,646 | 12 | July 15, 2026 |

Regulatory assets under management: $348,405,283 in the October 2025 data and $386,652,646 in the October 2026 data, up 11%.
Total employees: 10 in October 2025 and 12 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $348,405,283 to $386,652,646 (+11%).
- Changed its office addresses in Montrose, CO.
- No longer lists an office in Columbus, OH.
- Registered or notice-filed in IN.

### December 2025
- Employees performing advisory functions went from 8 to 9.
- Added an office in Liberty Township, OH.
- No longer lists an office in Middletown, OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Balance Wealth (CRD 329589): Form ADV filing data as of October 2026.