Robert Jerry Gavlak
Chief Executive Officer, Family Man, PartnerBalance Wealth Partners LLCCRD 5686543
About Robert Jerry Gavlak
Robert Jerry Gavlak is listed as Chief Executive Officer, Family Man, Partner at Balance Wealth Partners LLC in Worthington, OH. Form ADV reports a beneficial ownership band of Under 5%. Robert Jerry Gavlak is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Balance Wealth Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Robert Jerry Gavlak work?
Robert Jerry Gavlak is listed as Chief Executive Officer, Family Man, Partner at Balance Wealth Partners LLC on SEC Form ADV.
How much of Balance Wealth Partners LLC does Robert Jerry Gavlak own?
Form ADV reports a beneficial ownership band of Under 5%.
Balance Wealth Partners LLC
| Title | Chief Executive Officer, Family Man, Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
Balance Wealth Partners LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |