SourcingSourcing

BALANCE WEALTH PARTNERS LLC

C44
CRD 329589·SEC 801-131997·WORTHINGTON, OH
AUM
$386.7M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BALANCE WEALTH PARTNERS LLC
CRD
329589
SEC file #
801-131997
EIN
—
DBA names
Balance Wealth

Economics

AUM
$386.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$348.4M → $386.7M▲ +11%
Client mix
Individuals Other451
Individuals High Net Worth102

Operations

Employees (total)
12
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'25'26
9 advisors → 9 advisors▬ 0%
Primary office
WORTHINGTON OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
balancewealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BALANCE WEALTH HOLDINGS LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
BALANCE WEALTH HOLDINGS LLC
BOLT FINANCIAL HOLDINGS LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BALANCEWEALTH.COM
Rdap Domain Creation Date
2008-01-25T02:07:20Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3624
Soi Zip Pct 200k Plus
0.1289
Soi Zip Returns 200k Plus
1,640
Soi Zip Total AGI
1,457,312
Fdic Zip Total Deposits
34,926,424,000
Fdic Zip Branch Count
473
Fdic Zip Top Banks
The Huntington National Bank
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
Altruist4
E*trade4
Fdic Zip Branches Raw
PremierBank & TrustWorthington, OH
Society National BankWorthington, OH
Fdic Zip HHI
535.45
Fdic Zip Top Bank Share Pct
14.89
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-25T02:07:20Z
Rdap Domain Last Changed
2026-01-20T18:07:55Z
Rdap Nameservers
Mariah.ns.cloudflare.comNero.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI28,264
Returns2,510
Stub 2
AGI83,935
Returns2,230
Stub 3
AGI117,542
Returns1,900
Soi Zip Total Business Income
49,275
Soi Zip Total Cap Gains
100,884
Soi Zip Total Dividends
45,136
Soi Zip Total Returns
12,720
Trust Company Affiliate
No

People (10)

10
CARNEY, SHAUN, THOMAS
IAR · Executive Officer · 2.5%
6827381
Lamendola, Nora, Catherine
IAR · Executive Officer · 2.5%
7257703
GAVLAK, ROBERT, JERRY
IAR · Executive Officer · 2.5%
5686543
GOOKIN, NICHOLAS, CARTER
IAR · Executive Officer · 2.5%
6871985
MANNEN, RYAN, MATTHEW
Executive Officer · 2.5%
7015749
Tyler Patrick Purcell
IAR
6103254
Adam Chase Fitch
IAR
6662903
David Lee Marlin
IAR
6925672
LARRY EUGENE THOMPSON
IAR
5539699
Timothy Jefferson Power
IAR
4746589