BALANCE WEALTH PARTNERS LLC
Legal name: BALANCE WEALTH
CRD #329589 SEC #801-131997 WORTHINGTON, OH (800) 551-7787
SEC Registered
Total AUM
$348.4M
Discretionary
$348.4M
Employees
11
Clients
101
Accounts
2,019
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $348.4M | $348.4M | $0 | 11 | 4 |
| Oct 2025 | $348.4M | $348.4M | $0 | 11 | 4 |
| Aug 2025 | $348.4M | $348.4M | $0 | 10 | 4 |
| Aug 2025 | $348.4M | $348.4M | $0 | 10 | 4 |
| Jul 2025 | $348.4M | $348.4M | $0 | 10 | 4 |
| Jul 2025 | $348.4M | $348.4M | $0 | 10 | 4 |
| May 2025 | $187.6M | $187.6M | $0 | 10 | 4 |
| May 2025 | $187.6M | $187.6M | $0 | 7 | 4 |
| Apr 2025 | $187.6M | $187.6M | $0 | 6 | 4 |
| Feb 2025 | $187.6M | $187.6M | $0 | 6 | 4 |
| Jan 2025 | $187.6M | $187.6M | $0 | 6 | 4 |
| Jan 2025 | $187.6M | $187.6M | $0 | 6 | 4 |
DateNov 2025
Total AUM$348.4M
Discretionary$348.4M
Non-Disc.$0
Employees11
Clients4
DateOct 2025
Total AUM$348.4M
Discretionary$348.4M
Non-Disc.$0
Employees11
Clients4
DateAug 2025
Total AUM$348.4M
Discretionary$348.4M
Non-Disc.$0
Employees10
Clients4
DateAug 2025
Total AUM$348.4M
Discretionary$348.4M
Non-Disc.$0
Employees10
Clients4
DateJul 2025
Total AUM$348.4M
Discretionary$348.4M
Non-Disc.$0
Employees10
Clients4
DateJul 2025
Total AUM$348.4M
Discretionary$348.4M
Non-Disc.$0
Employees10
Clients4
DateMay 2025
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees10
Clients4
DateMay 2025
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees7
Clients4
DateApr 2025
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees6
Clients4
DateFeb 2025
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees6
Clients4
DateJan 2025
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees6
Clients4
DateJan 2025
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees6
Clients4