# Balanced Wealth Management, LLC.

> Balanced Wealth Management, LLC. is an SEC-registered investment advisory firm in West Warwick, RI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.

- CRD: 174699
- Filed as: BALANCED WEALTH MANAGEMENT, LLC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Warwick, RI
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174699
- AdvisorCensus page: https://advisorcensus.com/firm/balanced-wealth-management-llc-west-warwick-ri-174699

## Quick answers

**How is Balanced Wealth Management, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Balanced Wealth Management, LLC. reports these compensation arrangements: a percentage of assets under its management.

**Where is Balanced Wealth Management, LLC. located?**
Balanced Wealth Management, LLC.'s principal office is in West Warwick, RI, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Balanced Wealth Management, LLC. registered with the SEC or a state?**
Balanced Wealth Management, LLC. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 174699.

**How much does Balanced Wealth Management, LLC. manage?**
Balanced Wealth Management, LLC. reports $101,959,984 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary).

**What types of clients does Balanced Wealth Management, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (225); high net worth individuals (18); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Balanced Wealth Management, LLC. use?**
Balanced Wealth Management, 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 Management, 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/174699

**What changed in Balanced Wealth Management, LLC.'s recent Form ADV filings?**
In the September 2026 filing data: Added an office in Needham, MA. Registered or notice-filed in NH.

## From the Form ADV filing

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

### 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: $101,959,984
- Discretionary: $101,959,984
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 225 | $74,148,472 |
| High net worth individuals | 18 | $22,601,882 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $5,209,630 |

### 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: 2026 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Needham, MA

### Websites listed on Form ADV (Item 1.I)
- balancedwealth.com
- Facebook @balancedwealthmanagement
- LinkedIn @balanced-wealth-manangement
- X @robcfp

## Changes in the filing (last 12 months)

### September 2026
- Added an office in Needham, MA.
- Registered or notice-filed in NH.

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Balanced Wealth Management, LLC. (CRD 174699): Form ADV filing data as of October 2026.