BALSER WEALTH MANAGEMENT, LLC

BALSER WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 135788). Regulatory assets under management: $16.0M.

Registration

• CRD: 135788
• Type: Registered investment adviser
• Phone: 440-610-3012
• Latest filing: 2026-05-08
• Regulatory AUM: $16.0M
• Discretionary AUM: $16.0M
• Clients: 1
• Accounts: 46

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135788 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search