# Balanced Wealth Strategies LLC

> Balanced Wealth Strategies LLC is a state-registered investment advisory firm, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated January 12, 2026.

- CRD: 334662
- Filed as: BALANCED WEALTH STRATEGIES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334662
- AdvisorCensus page: https://advisorcensus.com/firm/balanced-wealth-strategies-llc-334662

## Quick answers

**How is Balanced Wealth Strategies LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Balanced Wealth Strategies LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Balanced Wealth Strategies LLC registered with the SEC or a state?**
Balanced Wealth Strategies LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334662.

**Does Balanced Wealth Strategies LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334662

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Balanced Wealth Strategies LLC (CRD 334662): Form ADV filing data as of October 2026.