Nicholas Carter Gookin
Chief Investment OfficerBalance Wealth Partners LLCCRD 6871985
About Nicholas Carter Gookin
Nicholas Carter Gookin is listed as Chief Investment Officer at Balance Wealth Partners LLC in Worthington, OH. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Balance Wealth Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Nicholas Carter Gookin work?
Nicholas Carter Gookin is listed as Chief Investment Officer at Balance Wealth Partners LLC on SEC Form ADV.
How much of Balance Wealth Partners LLC does Nicholas Carter Gookin own?
Form ADV reports a beneficial ownership band of Under 5%.
Balance Wealth Partners LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |