# BALANCE WEALTH PARTNERS LLC

BALANCE WEALTH PARTNERS LLC of WORTHINGTON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 329589
- Type: SEC-registered investment adviser
- SEC file number: 801-131997
- Location: 5701 NORTH HIGH STREET, SUITE 100, WORTHINGTON, OH, 43085
- Phone: (800) 551-7787
- Latest filing: 2026-07-15
- Regulatory AUM: $386.7M
- Discretionary AUM: $386.7M
- Clients: 12
- Accounts: 2,236

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Robert Jerry Gavlak | CHIEF EXECUTIVE OFFICER, FAMILY MAN, PARTNER; MEMBER; MEMBER, CHIEF EXECUTIVE OFFICER (+1 more) | — |
| Ryan Matthew Mannen | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; MEMBER | — |
| Nicholas Carter Gookin | CHIEF INVESTMENT OFFICER | — |
| Shaun Thomas Carney | MEMBER; PARTNER, WEALTH ADVISOR | — |
| Nora Catherine Lamendola | CHIEF EXPERIENCE OFFICER, WEALTH ADVISOR; MEMBER | — |
| Ryan Mannen | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329589/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329589/similar
- Related entities: https://search.stillhousedata.com/firm/329589/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329589

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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.