BALANCED WEALTH GROUP LLC
CRD #328007 SEC #801-128997 WESTLAKE, OH (440) 871-6501
SEC Registered
Total AUM
$419.9M
Discretionary
$419.9M
Employees
9
Clients
251
Accounts
1,552
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $419.9M | $419.9M | $0 | 9 | 14 |
| Sep 2025 | $419.9M | $419.9M | $0 | 9 | 14 |
| Apr 2025 | $419.9M | $419.9M | $0 | 9 | 14 |
| Feb 2025 | $419.9M | $419.9M | $0 | 9 | 14 |
| Feb 2025 | $419.9M | $419.9M | $0 | 9 | 14 |
| Dec 2024 | $341.5M | $341.5M | $0 | 11 | 9 |
| Oct 2024 | $341.5M | $341.5M | $0 | 11 | 9 |
| Aug 2024 | $341.5M | $341.5M | $0 | 11 | 9 |
| Jul 2024 | $341.5M | $341.5M | $0 | 11 | 9 |
| Apr 2024 | $341.5M | $341.5M | $0 | 11 | 9 |
| Apr 2024 | $341.5M | $341.5M | $0 | 11 | 8 |
| Feb 2024 | $341.5M | $341.5M | $0 | 11 | 8 |
| Dec 2023 | $0 | $0 | $0 | 11 | 0 |
| Nov 2023 | $0 | $0 | $0 | 11 | 0 |
| Nov 2023 | $0 | $0 | $0 | 11 | 0 |
| Oct 2023 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$419.9M
Discretionary$419.9M
Non-Disc.$0
Employees9
Clients14
DateSep 2025
Total AUM$419.9M
Discretionary$419.9M
Non-Disc.$0
Employees9
Clients14
DateApr 2025
Total AUM$419.9M
Discretionary$419.9M
Non-Disc.$0
Employees9
Clients14
DateFeb 2025
Total AUM$419.9M
Discretionary$419.9M
Non-Disc.$0
Employees9
Clients14
DateFeb 2025
Total AUM$419.9M
Discretionary$419.9M
Non-Disc.$0
Employees9
Clients14
DateDec 2024
Total AUM$341.5M
Discretionary$341.5M
Non-Disc.$0
Employees11
Clients9
DateOct 2024
Total AUM$341.5M
Discretionary$341.5M
Non-Disc.$0
Employees11
Clients9
DateAug 2024
Total AUM$341.5M
Discretionary$341.5M
Non-Disc.$0
Employees11
Clients9
DateJul 2024
Total AUM$341.5M
Discretionary$341.5M
Non-Disc.$0
Employees11
Clients9
DateApr 2024
Total AUM$341.5M
Discretionary$341.5M
Non-Disc.$0
Employees11
Clients9
DateApr 2024
Total AUM$341.5M
Discretionary$341.5M
Non-Disc.$0
Employees11
Clients8
DateFeb 2024
Total AUM$341.5M
Discretionary$341.5M
Non-Disc.$0
Employees11
Clients8
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0