{
  "crd_number": 328007,
  "slug": "balanced-wealth-group-llc-westlake-oh-328007",
  "primary_business_name": "BALANCED WEALTH GROUP LLC",
  "legal_name": "BALANCED WEALTH GROUP LLC",
  "dbas": [],
  "city": "Westlake",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17410",
  "metro": {
    "cbsa_code": "17410",
    "common_name": "Cleveland",
    "msa_name": "Cleveland, OH",
    "path": "/advisors/oh/cleveland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-11-02",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-03",
  "carried_forward": false,
  "raum_total": 494073639.0,
  "raum_discretionary": 494073639.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 12,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 152671758.0,
      "count": 328
    },
    "pension_profit_sharing": {
      "raum": 488260.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 294452935.0,
      "count": 127
    },
    "corporations_other_businesses": {
      "raum": 46460686.0,
      "count": 43
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "MI",
    "NC",
    "NH",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://choosebalance.com",
    "https://facebook.com/Balancedwealthgroup?mibextid=gjUFcU",
    "https://linkedin.com/company/balanced-wealth-group",
    "https://open.spotify.com/show/7hppiiIwsSpNZArk36QQWA",
    "https://podcasts.apple.com/us/podcast/the-executive-financial-planning-podcast/id1760039403",
    "https://twitter.com/ChooseBalance50",
    "https://youtube.com/@balancedwealthgroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328007",
  "city_as_filed": "WESTLAKE",
  "url": "https://advisorcensus.com/firm/balanced-wealth-group-llc-westlake-oh-328007",
  "display_name": "Balanced Wealth Group LLC",
  "summary": "Balanced Wealth Group LLC is an SEC-registered investment advisory firm in Westlake, OH, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.",
  "citation": "AdvisorCensus. Balanced Wealth Group LLC (CRD 328007): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Balanced Wealth Group LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Balanced Wealth Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Balanced Wealth Group LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 31, 2026 states: Asset-based fee: 0.5% to 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."
    },
    {
      "q": "Where is Balanced Wealth Group LLC located?",
      "a": "Balanced Wealth Group LLC's principal office is in Westlake, OH, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Balanced Wealth Group LLC registered with the SEC or a state?",
      "a": "Balanced Wealth Group LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328007."
    },
    {
      "q": "How much does Balanced Wealth Group LLC manage?",
      "a": "Balanced Wealth Group LLC reports $494,073,639 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Balanced Wealth Group LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Balanced Wealth Group LLC: Regulatory assets under management: $341,500,000 in the October 2024 data and $494,073,639 in the October 2026 data, up 45%. Total employees: 11 in October 2024 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Balanced Wealth Group LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (328); high net worth individuals (127); corporations or other businesses not listed above (43)."
    },
    {
      "q": "Which custodians does Balanced Wealth Group LLC use?",
      "a": "Balanced Wealth Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Balanced Wealth Group LLC report any disciplinary disclosures?",
      "a": "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/328007"
    },
    {
      "q": "What changed in Balanced Wealth Group LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 341500000.0,
      "total_employees": 11,
      "filing_date": "2024-08-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 419910000.0,
      "total_employees": 9,
      "filing_date": "2025-04-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 494073639.0,
      "total_employees": 12,
      "filing_date": "2026-09-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5.",
        "Regulatory assets under management went from $419,910,000 to $494,073,639 (+18%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Fees range from 0.50% to 2.00% annually, pursuant to the terms of the wealth management agreement or investment management agreement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        2.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Fees range from 0.50% to 2.00% annually, pursuant to the terms of the wealth management agreement or investment management agreement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/balanced-wealth-group-llc-westlake-oh-328007.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 328,
      "fewer_than_5": false,
      "raum": 152671758.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 127,
      "fewer_than_5": false,
      "raum": 294452935.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 488260.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 43,
      "fewer_than_5": false,
      "raum": 46460686.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328007",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}