Balanced Wealth Group LLC
● SEC registered since 2023CRD 328007SEC# 801-128997Westlake, OH
Reg. AUM
$494.1M
Employees
12
Accounts
1,588
Location
Westlake, OH
Balanced Wealth Group LLC assets under management
Balanced Wealth Group LLC is a registered investment adviser overseen by the SEC based in Westlake, OH. The firm has been registered since 2023. It reports $494.1 million in regulatory assets under management and employs 12 people.
Balanced Wealth Group LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Randolph Harrell Control | Partner / Lead Advisor | 10-25% | 2023 |
| Matthew Christopher Daugherty Control | Ceo/President / Managing Member | 50-75% | 2023 |
| Matthew Thomas Gottshall Control | Partner / Lead Advisor | 10-25% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Balanced Wealth Group LLC manage?
Balanced Wealth Group LLC reports $494.1 million in regulatory assets under management on its Form ADV.
How many employees does Balanced Wealth Group LLC have?
Balanced Wealth Group LLC reports 12 employees.
Where is Balanced Wealth Group LLC located?
Balanced Wealth Group LLC is based in Westlake, OH and has been SEC-registered since 2023.
Does Balanced Wealth Group LLC disclose fund performance?
Balanced Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1991 Crocker Road, Suite 300, Westlake, OH 44145 |
| Phone | (440) 871-6501 |
| Fax | (440) 398-0477 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$494.1M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$494.1Mregulatory AUM
Discretionary $494.1M