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Balance Wealth CRD 329589
$387M regulatory AUM 11 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5701 North High Street Suite 100, Worthington, OH 43085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-05 |
| OH | RA | APPROVED | 2024-11-04 |
Branch Locations
7100 Foundry Row Suite 288-60, Liberty Township, OH 45069 • United States
5701 North High Street Suite 100, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Springboro | OH | 09/2014 | 12/2021 |
| Kiplinger Wealth Advisors | Springboro | OH | 01/2022 | 10/2024 |
| Balance Wealth | Liberty Township | OH | 11/2024 | Present |
The Laundry Spot LLC not investment-related 1875 S Erie Blvd, Hamilton, OH 45011 Laundromats Owner 9/1/2019 10 hours per month 0 hours during trading Owner; no day-to-day operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-13 |
| S66 | Uniform Combined State Law Examination | 2012-11-20 |
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