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Firm profile

Balanced Wealth Group LLC

WESTLAKE, OHCRD 328007Latest ADV May 14, 2026

Balanced Wealth Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westlake, OH. Its latest Form ADV filing, dated March 2, 2026, reports $494M in regulatory assets under management, 11 employees, 2 offices, and 1,588 accounts.

Assets Under Management
$494M
Employees
12
Offices
2 offices
Total Clients
498
Primary office
WESTLAKE, OH
1991 CROCKER ROAD, SUITE 300, WESTLAKE, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMatthew C. Daugherty
CCOMichelle L. Taylor

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 65.9% of total clients.
Top client categories% of clientsClients
1
Individuals
65.9%
328
2
HNWI
25.5%
127
3
Corporations
8.6%
43
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$494Mas of May 14, 2026
Discretionary100.0%
$494M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$494M
Total Accounts1,588
10Y AUM Change+$494M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee42:1
10Y Employee Change+1 (+9.1%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.