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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | NA | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | NA | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | NA | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | NA | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | NA | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF INTEGRATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF INTEGRATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF INTEGRATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF INTEGRATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF INTEGRATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Michelle, Lynn | I | CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| WINN, CHRISTOPHER, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | E | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | E | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | E | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | E | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | E | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | E | Control |
| RIA VENTURES LLC | DE | MANAGING MEMBER | E | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | D | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | D | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | D | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | D | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | D | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | D | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | D | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | D | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | D | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | D | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | D | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | D | Control |
| DAUGHERTY, MATTHEW, CHRISTOPHER | I | CEO/PRESIDENT / MANAGING MEMBER | D | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | B | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | B | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | B | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | B | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | B | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | B | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | B | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | B | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | B | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | B | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | B | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | B | Control |
| HARRELL, JOSHUA, RANDOLPH | I | PARTNER / LEAD ADVISOR | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WINN, CHRISTOPHER, EDWARD | I | RIA VENTURES LLC | E | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (11)
CA CO FL MI NC NH OH PA SC TN TX
Address
1991 CROCKER ROADSUITE 300
WESTLAKE, OH 44145
United States
Phone: (440) 871-6501