Balanced Wealth Management, LLC

Balanced Wealth Management, LLC (CRD# 174699) is a financial advisory firm headquartered in East Greenwich, RI. They manage $81,684,644 in 381 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    381
    ACCOUNTS
  • Average Account Value
    $214,395
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
  • Pension consulting services
  • 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.

MA, RI

Financial Advisors at Balanced Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert N. Auclair
CRD#: 2999541
378 Main Street, Suite 105, East Greenwich, RI 02818
Robert Auclair (CRD# 2999541) is an Investment Advisor Representative working at Balanced Wealth Management, LLC in East Greenwich, RI and has over 18 years of experience in the finance industry. Robert Auclair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Jessica A. Smith
CRD#: 2888648
378 Main Street, Suite 105, East Greenwich, RI 02818

Jessica Smith (CRD# 2888648) is an Investment Advisor Representative working at Balanced Wealth Management, LLC in East Greenwich, RI and has 1 year of experience in the finance industry.

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