Key facts
- BALANCE WEALTH is a other based in WORTHINGTON, OH.
- BALANCE WEALTH reports $196K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 329589- Regulatory AUM
- $196K
- Private fund assets
- —
- Private funds
- —
- Staff
- 12
- Registered office
- WORTHINGTON, OH
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BALANCE WEALTH PARTNERS LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for BALANCE WEALTH are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is BALANCE WEALTH's AUM?
- BALANCE WEALTH manages approximately $196K in assets.