PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Matthew Thomas Gottshall

Partner / Lead AdvisorBalanced Wealth Group LLCCRD 6647963

About Matthew Thomas Gottshall

Matthew Thomas Gottshall is listed as Partner / Lead Advisor at Balanced Wealth Group LLC in Westlake, OH. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Balanced Wealth Group LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Thomas Gottshall work?

Matthew Thomas Gottshall is listed as Partner / Lead Advisor at Balanced Wealth Group LLC on SEC Form ADV.

How much of Balanced Wealth Group LLC does Matthew Thomas Gottshall own?

Form ADV reports a beneficial ownership band of 10-25%.

Balanced Wealth Group LLC

TitlePartner / Lead Advisor
Ownership10-25%
Control personYes
Since2026