# Balanced Wealth Management

> 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.

- CRD: 159242
- Filed as: BALANCED WEALTH MANAGEMENT
- Legal name: Rowan, Charles Harold
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Foothill Ranch, CA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159242
- AdvisorCensus page: https://advisorcensus.com/firm/balanced-wealth-management-foothill-ranch-ca-159242

## Quick answers

**How is Balanced Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Balanced Wealth Management reports these compensation arrangements: other.

**Where is Balanced Wealth Management located?**
Balanced Wealth Management's principal office is in Foothill Ranch, CA, according to its Form ADV.

**Is Balanced Wealth Management registered with the SEC or a state?**
Balanced Wealth Management is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 159242.

**Does Balanced Wealth Management 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/159242

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

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

### Firm details
- Registered since: 2014 (12 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/159242

### Websites listed on Form ADV (Item 1.I)
- balanceyourwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Balanced Wealth Management (CRD 159242): Form ADV filing data as of October 2026.