Balance Wealth Partners LLC
● SEC registered since 2025CRD 329589SEC# 801-131997Worthington, OH
Reg. AUM
$386.7M
Employees
12
Accounts
2,236
Location
Worthington, OH
Balance Wealth Partners LLC assets under management
Balance Wealth Partners LLC is an investment advisory firm registered with the SEC based in Worthington, OH. The firm has been registered since 2025. It reports $386.7 million in regulatory assets under management and employs 12 people.
Balance Wealth Partners LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Balance Wealth Holdings LLC Control | Member | 25-50% | 2025 |
| Bolt Financial Holdings LLC Control | Member | 25-50% | 2025 |
| Lamendola Holdings LLC Control | Member | 10-25% | 2026 |
| Mannen Holdings LLC Control | Member | 10-25% | 2026 |
| Nicholas Carter Gookin Control | Chief Investment Officer | Under 5% | 2024 |
| Nora Catherine Lamendola | Chief Experience Officer, Wealth Advisor | Under 5% | 2025 |
| Robert Jerry Gavlak Control | Chief Executive Officer, Family Man, Partner | Under 5% | 2018 |
| Ryan Matthew Mannen Control | Chief Compliance Officer, Chief Operating Officer | Under 5% | 2025 |
| Shaun Thomas Carney Control | Partner, Wealth Advisor | Under 5% | 2025 |
| Nora Catherine Lamendola Control | Member | Over 75% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Balance Wealth Partners LLC manage?
Balance Wealth Partners LLC reports $386.7 million in regulatory assets under management on its Form ADV.
How many employees does Balance Wealth Partners LLC have?
Balance Wealth Partners LLC reports 12 employees.
Where is Balance Wealth Partners LLC located?
Balance Wealth Partners LLC is based in Worthington, OH and has been SEC-registered since 2025.
Does Balance Wealth Partners LLC disclose fund performance?
Balance Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5701 North High Street, Suite 100, Worthington, OH 43085 |
| Phone | (800) 551-7787 |
| Fax | N/A |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$386.7M▲ 106%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,306 advisers
EmployeesTop 35%
More than 65% of 16,824 advisers
Assets under management
$386.7Mregulatory AUM
Discretionary $386.7M