# BALANCED WEALTH GROUP LLC

BALANCED WEALTH GROUP LLC of WESTLAKE, OH is an SEC-registered investment adviser.

## Registration

- CRD: 328007
- Type: SEC-registered investment adviser
- SEC file number: 801-128997
- Location: 1991 CROCKER ROAD, SUITE 300, WESTLAKE, OH, 44145
- Phone: (440) 871-6501
- Latest filing: 2026-07-31
- Regulatory AUM: $494.1M
- Discretionary AUM: $494.1M
- Clients: 12
- Accounts: 1,588

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328007/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328007/similar
- Related entities: https://search.stillhousedata.com/firm/328007/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328007

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.