BALANCE WEALTH PARTNERS LLC of WORTHINGTON, OH is an SEC-registered investment adviser (CRD 329589). Regulatory assets under management: $386.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| 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 | — |