BALANCED WEALTH GROUP LLC of WESTLAKE, OH is an SEC-registered investment adviser (CRD 328007). Regulatory assets under management: $494.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Michelle Lynn Taylor | CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | — |
| Matthew Christopher Daugherty | CEO/PRESIDENT / MANAGING MEMBER | — |
| Joshua Randolph Harrell | PARTNER / LEAD ADVISOR | — |
| TAYLOR CHERYL LYNN | CHIEF INTEGRATIONS OFFICER / CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | — |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| DAUGHERTY MATTHEW CHRISTOPHER | CEO/PRESIDENT / MANAGING MEMBER | — |
| HARRELL JOSHUA RANDOLPH | PARTNER / LEAD ADVISOR | — |
| Matthew Thomas Gottshall | PARTNER / LEAD ADVISOR | — |