{
  "crd_number": 159242,
  "slug": "balanced-wealth-management-foothill-ranch-ca-159242",
  "primary_business_name": "BALANCED WEALTH MANAGEMENT",
  "legal_name": "ROWAN, CHARLES HAROLD",
  "dbas": [],
  "city": "Foothill Ranch",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2014-03-05",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "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": [
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AZ",
    "CA"
  ],
  "websites": [
    "https://balanceyourwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159242",
  "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": "FOOTHILL RANCH",
  "url": "https://advisorcensus.com/firm/balanced-wealth-management-foothill-ranch-ca-159242",
  "display_name": "Balanced Wealth Management",
  "summary": "Balanced Wealth Management is a state-registered investment advisory firm in Foothill Ranch, CA, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Balanced Wealth Management (CRD 159242): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Balanced Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Balanced Wealth Management reports these compensation arrangements: other."
    },
    {
      "q": "Where is Balanced Wealth Management located?",
      "a": "Balanced Wealth Management's principal office is in Foothill Ranch, CA, according to its Form ADV."
    },
    {
      "q": "Is Balanced Wealth Management registered with the SEC or a state?",
      "a": "Balanced Wealth Management is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 159242."
    },
    {
      "q": "Does Balanced Wealth Management 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/159242"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/balanced-wealth-management-foothill-ranch-ca-159242.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/159242",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}