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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 17, 2025
- Branch Offices
- 9
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARNEY, SHAUN, THOMAS | I | PARTNER, WEALTH ADVISOR | NA | Control |
| CARNEY, SHAUN, THOMAS | I | PARTNER, WEALTH ADVISOR | NA | Control |
| CARNEY, SHAUN, THOMAS | I | PARTNER, WEALTH ADVISOR | NA | Control |
| CARNEY, SHAUN, THOMAS | I | PARTNER, WEALTH ADVISOR | NA | Control |
| CARNEY, SHAUN, THOMAS | I | PARTNER, WEALTH ADVISOR | NA | Control |
| CARNEY, SHAUN, THOMAS | I | PARTNER, WEALTH ADVISOR | NA | Control |
| GOOKIN, NICHOLAS, CARTER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GOOKIN, NICHOLAS, CARTER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GOOKIN, NICHOLAS, CARTER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GOOKIN, NICHOLAS, CARTER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GOOKIN, NICHOLAS, CARTER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GOOKIN, NICHOLAS, CARTER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GOOKIN, NICHOLAS, CARTER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GOOKIN, NICHOLAS, CARTER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GOOKIN, NICHOLAS, CARTER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GOOKIN, NICHOLAS, CARTER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GOOKIN, NICHOLAS, CARTER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Lamendola, Nora, Catherine | I | CHIEF EXPERIENCE OFFICER, WEALTH ADVISOR | NA | |
| Lamendola, Nora, Catherine | I | CHIEF EXPERIENCE OFFICER, WEALTH ADVISOR | NA | |
| Lamendola, Nora, Catherine | I | CHIEF EXPERIENCE OFFICER, WEALTH ADVISOR | NA | |
| Lamendola, Nora, Catherine | I | CHIEF EXPERIENCE OFFICER, WEALTH ADVISOR | NA | |
| Lamendola, Nora, Catherine | I | CHIEF EXPERIENCE OFFICER, WEALTH ADVISOR | NA | |
| Lamendola, Nora, Catherine | I | CHIEF EXPERIENCE OFFICER, WEALTH ADVISOR | NA | |
| MANNEN, RYAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| MANNEN, RYAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| MANNEN, RYAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| MANNEN, RYAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| MANNEN, RYAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| MANNEN, RYAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| MANNEN, RYAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| MANNEN, RYAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| MANNEN, RYAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| MANNEN, RYAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| Mannen, Ryan | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| GAVLAK, ROBERT, JERRY | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| GAVLAK, ROBERT, JERRY | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| GAVLAK, ROBERT, JERRY | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| GAVLAK, ROBERT, JERRY | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| GAVLAK, ROBERT, JERRY | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| GAVLAK, ROBERT, JERRY | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| GAVLAK, ROBERT, JERRY | I | CHIEF EXECUTIVE OFFICER, FAMILY MAN, PARTNER | E | Control |
| GAVLAK, ROBERT, JERRY | I | CHIEF EXECUTIVE OFFICER, FAMILY MAN, PARTNER | E | Control |
| GAVLAK, ROBERT, JERRY | I | CHIEF EXECUTIVE OFFICER, FAMILY MAN, PARTNER | E | Control |
| GAVLAK, ROBERT, JERRY | I | CHIEF EXECUTIVE OFFICER, FAMILY MAN, PARTNER | E | Control |
| GAVLAK, ROBERT, JERRY | I | CHIEF EXECUTIVE OFFICER, FAMILY MAN, PARTNER | E | Control |
| GAVLAK, ROBERT, JERRY | I | CHIEF EXECUTIVE OFFICER, FAMILY MAN, PARTNER | E | Control |
| BALANCE WEALTH HOLDINGS LLC | DE | MEMBER | D | Control |
| BALANCE WEALTH HOLDINGS LLC | DE | MEMBER | D | Control |
| BALANCE WEALTH HOLDINGS LLC | DE | MEMBER | D | Control |
| BALANCE WEALTH HOLDINGS LLC | DE | MEMBER | D | Control |
| BALANCE WEALTH HOLDINGS LLC | DE | MEMBER | D | Control |
| BALANCE WEALTH HOLDINGS LLC | DE | MEMBER | D | Control |
| BOLT FINANCIAL HOLDINGS LLC | DE | MEMBER | D | Control |
| BOLT FINANCIAL HOLDINGS LLC | DE | MEMBER | D | Control |
| BOLT FINANCIAL HOLDINGS LLC | DE | MEMBER | D | Control |
| BOLT FINANCIAL HOLDINGS LLC | DE | MEMBER | D | Control |
| BOLT FINANCIAL HOLDINGS LLC | DE | MEMBER | D | Control |
| BOLT FINANCIAL HOLDINGS LLC | DE | MEMBER | D | Control |
Registrations
Federal
IA
Nov 17, 2025 REGISTERED
Notice Filings (16)
AZ CA CO FL MD MI NC NE NH NY OH PA SC TN TX VA
Address
5701 NORTH HIGH STREETSUITE 100
WORTHINGTON, OH 43085
United States
Phone: (800) 551-7787