Unclaimed Profile

Justin Balas

PARTNERS WEALTH MANAGEMENT, LLC·MONTEREY, California

Series 65Clean record4 years registeredPARTNERS WEALTH MANAGEMENT, LLC

299 WEBSTER STREET, MONTEREY, CA 93940CRD# 7562629Firm CRD# 314816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Justin Balas · MONTEREY, CA

Registration

CRD #7562629 · PARTNERS WEALTH MANAGEMENT, LLC · 4 years registered

Brand Profile

Not yet started

Career History

THEPARTNERS WEALTH MANAGEMENT

Dec 2024 – present

THEPARTNERS WEALTH MANAGEMENT

Mar 2024 – Oct 2024

Carmel, CA

ELITE PORTFOLIOS

Dec 2023 – Oct 2024

Carmel, CA

SVB WEALTH

Jun 2022 – May 2023

Santa Clara, CA

SVB INVESTMENT SERVICES INC.

Jun 2022 – Jul 2022

Santa Clara, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 24, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARTNERS WEALTH MANAGEMENT, LLC

CRD 314816 · SEC 801-122637

AUM

$173M

Regulatory assets under management

Employees

565 client accounts

Services offered by PARTNERS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARTNERS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Justin Balas offer?

Justin Balas specializes in Financial Planning, Investment Management. Contact their office in MONTEREY, California for a consultation.

What are Justin Balas's credentials?

Justin Balas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin Balas located?

Justin Balas is based in MONTEREY, California, working with PARTNERS WEALTH MANAGEMENT, LLC. Their office serves clients in the MONTEREY metropolitan area and surrounding communities.

How does Justin Balas charge for services?

Justin Balas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARTNERS WEALTH MANAGEMENT, LLC?

PARTNERS WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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