# Balanced Wealth Group LLC

> 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.

- CRD: 328007
- Filed as: BALANCED WEALTH GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westlake, OH
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328007
- AdvisorCensus page: https://advisorcensus.com/firm/balanced-wealth-group-llc-westlake-oh-328007

## Quick answers

**How is Balanced Wealth Group LLC compensated?**
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).

**How much does Balanced Wealth Group LLC charge?**
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.

**Where is Balanced Wealth Group LLC located?**
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).

**Is Balanced Wealth Group LLC registered with the SEC or a state?**
Balanced Wealth Group LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328007.

**How much does Balanced Wealth Group LLC manage?**
Balanced Wealth Group LLC reports $494,073,639 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).

**How have Balanced Wealth Group LLC's assets and staff changed since 2024?**
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.

**What types of clients does Balanced Wealth Group LLC serve?**
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).

**Which custodians does Balanced Wealth Group LLC use?**
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.

**Does Balanced Wealth Group LLC 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/328007

**What changed in Balanced Wealth Group LLC's recent Form ADV filings?**
In the June 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
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> Fees range from 0.50% to 2.00% annually, pursuant to the terms of the wealth management agreement or investment management agreement.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $494,073,639
- Discretionary: $494,073,639
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 328 | $152,671,758 |
| High net worth individuals | 127 | $294,452,935 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $488,260 |
| Charitable organizations | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 43 | $46,460,686 |

### 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: 2023 (2 years)
- Employees: 12 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, FL, MI, NC, NH, OH, PA, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Canton, OH
- Sandusky, OH

### Websites listed on Form ADV (Item 1.I)
- [choosebalance.com](https://choosebalance.com)
- [open.spotify.com/show/7hppiiIwsSpNZArk36QQWA](https://open.spotify.com/show/7hppiiIwsSpNZArk36QQWA)
- [podcasts.apple.com/us/podcast/the-executive-financial-planning-podcast/id1760039403](https://podcasts.apple.com/us/podcast/the-executive-financial-planning-podcast/id1760039403)
- Facebook @Balancedwealthgroup
- LinkedIn @balanced-wealth-group
- X @ChooseBalance50
- YouTube @balancedwealthgroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $341,500,000 | 11 | August 9, 2024 |
| October 2025 | $419,910,000 | 9 | April 15, 2025 |
| October 2026 | $494,073,639 | 12 | September 3, 2026 |

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.

## Changes in the filing (last 12 months)

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

### April 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $419,910,000 to $494,073,639 (+18%).

### December 2025
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Balanced Wealth Group LLC (CRD 328007): Form ADV filing data as of October 2026.