Data / Investment advisers / Ohio / Balanced Wealth Group LLC
Balanced Wealth Group LLC, Westlake, OH: $494 million AUM, SEC registered investment adviser
Balanced Wealth Group LLC is an SEC registered investment adviser with its main office in Westlake, Ohio and reports $494 million in regulatory assets under management in its Form ADV filed September 3, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 328007
- SEC file number
- 801-128997
- SEC status
- Approved, effective November 2, 2023
- Main office
- 1991 Crocker Road Suite 300, Westlake, OH 44145
- Phone
- (440) 871-6501
- Regulatory AUM
- $494,073,639 in the Form ADV filed September 3, 2026
- Discretionary AUM
- $494,073,639
- Accounts
- 1,588
- Employees
- 12, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 127 | $294.5 million |
| Individuals (other than high net worth individuals) | 328 | $152.7 million |
| Corporations or other businesses | 43 | $46.5 million |
| Pension and profit sharing plans | Fewer than 5 | $488,260 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $494.1 million | March 2, 2026 |
| December 1, 2025 | $419.9 million | September 2, 2025 |
Other advisers in Westlake
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Prosperity Capital Advisors | Westlake | $4.39 billion | Not listed | adviserinfo.sec.gov |
| Cornerstone Wealth Management | Westlake | $628.7 million | Not listed | adviserinfo.sec.gov |
| Paradigm Wealth Management, LLC | Westlake | $563.4 million | Not listed | adviserinfo.sec.gov |
| Keystone Financial Planning, Inc | Westlake | $406.9 million | Not listed | adviserinfo.sec.gov |
| Lesjak Planning, LLC | Westlake | $396 million | Not listed | adviserinfo.sec.gov |
| JPS Financial, LLC | Westlake | $377 million | Not listed | adviserinfo.sec.gov |
| Elios Financial Group, Inc. | Westlake | $331.5 million | Not listed | adviserinfo.sec.gov |
| Michael Brady & Co., LLC | Westlake | $248.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Westlake, OH
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Balanced Wealth Group LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.