BALANCED WEALTH GROUP LLC

WESTLAKE, Ohio·3 registered advisors·CRD# 328007
SEC# 801-1289972(440) 871-6501
01

Firm Overview

AUM
$342M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BALANCED WEALTH GROUP LLC

3 registered advisors
Joshua Randolph Harrell
WESTLAKE, Ohio
Matthew Christopher Daugherty
WESTLAKE, Ohio
Michelle Lynn Taylor
WESTLAKE, Ohio
05

Office Locations

WESTLAKE, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. BALANCED WEALTH GROUP LLC (CRD# 328007) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.