# Balanced Wealth, Inc.

> 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.

- CRD: 324140
- Filed as: BALANCED WEALTH, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324140
- AdvisorCensus page: https://advisorcensus.com/firm/balanced-wealth-inc-scottsdale-az-324140

## Quick answers

**How is Balanced Wealth, Inc. compensated?**
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.

**Where is Balanced Wealth, Inc. located?**
Balanced Wealth, Inc.'s principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Balanced Wealth, Inc. registered with the SEC or a state?**
Balanced Wealth, Inc. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324140.

**Does Balanced Wealth, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324140

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Balanced Wealth, Inc. (CRD 324140): Form ADV filing data as of October 2026.