Shaun Thomas Carney
Partner, Wealth AdvisorBalance Wealth Partners LLCCRD 6827381
About Shaun Thomas Carney
Shaun Thomas Carney is listed as Partner, Wealth Advisor at Balance Wealth Partners LLC in Worthington, OH. Form ADV reports a beneficial ownership band of Under 5%. Shaun Thomas Carney is associated with 5 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 Shaun Thomas Carney work?
Shaun Thomas Carney is listed as Partner, Wealth Advisor at Balance Wealth Partners LLC on SEC Form ADV.
How much of Balance Wealth Partners LLC does Shaun Thomas Carney own?
Form ADV reports a beneficial ownership band of Under 5%.
Balance Wealth Partners LLC
| Title | Partner, Wealth Advisor |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Bolt Financial Group, Inc
| Title | Chief Executive Officer & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |
Agdeavor Investments, LLC
| Title | President & Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |
Balance Wealth Partners LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
Agdeavor Investments, LLC
| Title | President/Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |