BALANCED WEALTH MANAGEMENT, LLC.

BALANCED WEALTH MANAGEMENT, LLC. of EAST GREENWICH, RI is an SEC-registered investment adviser (CRD 174699). Regulatory assets under management: $102.0M.

Registration

• CRD: 174699
• SEC file number: 801-135800
• Type: Registered investment adviser
• Location: 378 MAIN STREET, SUITE 105, EAST GREENWICH, RI, 02818
• Phone: (401) 398-2000
• Latest filing: 2026-04-16
• Regulatory AUM: $102.0M
• Discretionary AUM: $102.0M
• Clients: 4
• Accounts: 503

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174699 on SEC IAPD (source of record)
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