BALANCED WEALTH PARTNERS LLC

BALANCED WEALTH PARTNERS LLC of FORT COLLINS, CO is an SEC-registered investment adviser (CRD 334701). Regulatory assets under management: $19.6M.

Registration

• CRD: 334701
• Type: Registered investment adviser
• Location: 3711 JOHN F KENNEDY PARKWAY, SUITE 230, FORT COLLINS, CO, 80525
• Phone: 970-851-8800
• Latest filing: 2026-03-20
• Regulatory AUM: $19.6M
• Discretionary AUM: $19.6M
• Clients: 2
• Accounts: 64

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334701 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search