Adam Chase Fitch

Employer firm

Balance Wealth CRD 329589

$387M regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 12/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2016 → 12/2017
  Northwestern Mutual Investment Services Llc
  Colorado Spgs, CO
• 08/2017 → 12/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2018 → 09/2018
  United Sates Air Force Academy
  Air Force Academy, CO
• 09/2018 → 11/2024
  Rt Specialty
  Tampa, FL
• 11/2024 → 03/2026
  Bolt Financial Group, Llc
  Worthington, OH
• 05/2025 → Present
  Balance Wealth
  Worthington, OH

Previous Registrations

• 2024-12-02 → 2026-03-24
  Bolt Financial Group, Inc
  Worthington, OH
  St. Petersburg, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-30
• S63 Uniform Securities Agent State Law Examination
  2017-05-22

Other Names

• Adam Fitch