# Balanced Wealth Group

Balanced Wealth Group is a RIA based in Westlake, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Westlake, United States
- **Region:** North America
- **Address:** Westlake, OH, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** choosebalance.com
- **LinkedIn:** https://www.linkedin.com/company/balanced-wealth-group

## Regulatory record

- **CRD number:** 328007
- **SEC file number:** 801-128997
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-14T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328007

## About

Balanced Wealth Group was established in 2023. It operates as a wealth manager and registered investment advisor based in Westlake, Ohio. The firm provides investment advisory services, including financial planning and portfolio management, to individuals, high-net-worth individuals, and businesses.

## Related profiles

- [Balanced Rock Capital](https://altss.com/profile/balanced-rock-capital)
- [Balance Point Capital](https://altss.com/profile/balance-point-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/balanced-wealth-group

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