{
  "crd_number": 324140,
  "slug": "balanced-wealth-inc-scottsdale-az-324140",
  "primary_business_name": "BALANCED WEALTH, INC.",
  "legal_name": "BALANCED WEALTH, INC.",
  "dbas": [],
  "city": "Scottsdale",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-07-21",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-04-09",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AZ",
    "CA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324140",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "SCOTTSDALE",
  "url": "https://advisorcensus.com/firm/balanced-wealth-inc-scottsdale-az-324140",
  "display_name": "Balanced Wealth, Inc.",
  "summary": "Balanced Wealth, Inc. is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated April 9, 2026.",
  "citation": "AdvisorCensus. Balanced Wealth, Inc. (CRD 324140): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Balanced Wealth, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Balanced Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Balanced Wealth, Inc. located?",
      "a": "Balanced Wealth, Inc.'s principal office is in Scottsdale, AZ, according to its Form ADV."
    },
    {
      "q": "Is Balanced Wealth, Inc. registered with the SEC or a state?",
      "a": "Balanced Wealth, Inc. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324140."
    },
    {
      "q": "Does Balanced Wealth, Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324140"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/balanced-wealth-inc-scottsdale-az-324140.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/324140",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}