Justin Balas
Chief Investment OfficerThe Partners Wealth Management, LLCCRD 7562629
About Justin Balas
Justin Balas is listed as Chief Investment Officer at The Partners Wealth Management, LLC in Carmel by the Sea, CA. Form ADV reports a beneficial ownership band of Under 5%. Justin Balas is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of The Partners Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Justin Balas work?
Justin Balas is listed as Chief Investment Officer at The Partners Wealth Management, LLC on SEC Form ADV.
How much of The Partners Wealth Management, LLC does Justin Balas own?
Form ADV reports a beneficial ownership band of Under 5%.
The Partners Wealth Management, LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
Elite Tamp LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |