WORTHINGTON, OHCRD 329589Latest ADV March 23, 2026
Balance Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Worthington, OH. Its latest Form ADV filing, dated March 23, 2026, reports $387M in regulatory assets under management, 12 employees, 8 offices, and 2,236 accounts.
Assets Under Management
$387M
Employees
12
Offices
8 offices
Total Clients
553
Primary office
WORTHINGTON, OH
5701 NORTH HIGH STREET, SUITE 100, WORTHINGTON, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.6% of total clients.
Top client categories% of clientsClients
1
Individuals
81.6%
451
2
HNWI
18.4%
102
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$387Mas of March 23, 2026
Discretionary100.0%
$387M
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$387M
Total Accounts2,236
10Y AUM Change+$199M (+106.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee46:1
10Y Employee Change+6 (+100.0%)
* 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.