Balanced Wealth Management, LLC.
● SEC registered since 2026CRD 174699SEC# 801-135800East Greenwich, RI
Reg. AUM
$102M
Employees
4
Accounts
503
Location
East Greenwich, RI
Balanced Wealth Management, LLC. assets under management
Balanced Wealth Management, LLC. is a registered investment adviser overseen by the SEC based in East Greenwich, RI. The firm has been registered since 2026. It reports $102 million in regulatory assets under management and employs 4 people.
Balanced Wealth Management, LLC. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Nicholas Auclair Control | Principal And Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Balanced Wealth Management, LLC. manage?
Balanced Wealth Management, LLC. reports $102 million in regulatory assets under management on its Form ADV.
How many employees does Balanced Wealth Management, LLC. have?
Balanced Wealth Management, LLC. reports 4 employees.
Where is Balanced Wealth Management, LLC. located?
Balanced Wealth Management, LLC. is based in East Greenwich, RI and has been SEC-registered since 2026.
Does Balanced Wealth Management, LLC. disclose fund performance?
Balanced Wealth Management, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 378 Main Street, Suite 105, East Greenwich, RI 02818 |
| Phone | (401) 398-2000 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$102MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$102Mregulatory AUM
Discretionary $102M