Adviser Profile
| As of Date | 04/10/2026 |
| Registration status | Registration Changed to BALANCED WEALTH MANAGEMENT, LLC. |
| ADV Location | EAST GREENWICH, RI, United States |
| Contact Info | (40 xxxxxxx |
| Websites |
| AUM* | 101,959,984 25% |
| of that, discretionary | 101,959,984 25% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 202,704 -5% |
| % High Net Worth | 7.26% -44% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds