Balanced Wealth Group LLC

Balanced Wealth Group LLC (CRD# 328007) is a financial advisory firm headquartered in Westlake, OH. They manage $341,500,000 in 1,420 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1991 Crocker Road, Suite 300, Westlake, OH 44145
https://www.facebook.com/balancedwealthgroup?mibextid=gjufcu
By the Numbers
  • Total Assets Under Management
    342
    MILLION
  • Total Number of Accounts
    1,420
    ACCOUNTS
  • Average Account Value
    $240,493
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, MI, NC, OH, TX

Financial Advisors at Balanced Wealth Group LLC
Showing 1 - 5 of 5 top financial advisors.
1
Matthew Daugherty, financial advisor Westlake OH
Matthew C. Daugherty
CRD#: 4433690
1991 Crocker Road, Suite 300, Westlake, OH 44145

Matthew Daugherty (CRD# 4433690) is an Investment Advisor Representative working at Balanced Wealth Group LLC in Westlake, OH and has over 21 years of experience in the finance industry.

2
Matthew Gottshall, financial advisor Westlake OH
Matthew T. Gottshall
CRD#: 6647963
1991 Crocker Road, Suite 300, Westlake, OH 44145

Matthew Gottshall (CRD# 6647963) is an Investment Advisor Representative working at Balanced Wealth Group LLC in Westlake, OH and has over 5 years of experience in the finance industry.

3
Joshua Harrell, financial advisor Westlake OH
Joshua R. Harrell
CRD#: 5556167
1991 Crocker Road, Suite 300, Westlake, OH 44145

Joshua Harrell (CRD# 5556167) is an Investment Advisor Representative working at Balanced Wealth Group LLC in Westlake, OH and has over 12 years of experience in the finance industry.

4
Roger Potter, financial advisor Westlake OH
Roger A. Potter
CRD#: 4548188
1991 Crocker Road, Suite 300, Westlake, OH 44145

Roger Potter (CRD# 4548188) is an Investment Advisor Representative working at Balanced Wealth Group LLC in Westlake, OH and has over 18 years of experience in the finance industry.

5
David Desalvo, financial advisor Westlake OH
David J. Desalvo
CRD#: 7343858
1991 Crocker Road, Suite 300, Westlake, OH 44145

David Desalvo (CRD# 7343858) is an Investment Advisor Representative working at Balanced Wealth Group LLC in Westlake, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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