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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_RES | 2025-05-20 |
| CO | RA | APPROVED | 2025-05-19 |
Branch Locations
5701 North High Street Suite 100, Worthington, OH 43085 • United States
Colorado Springs, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolt Financial Group, Inc | Worthington | OH | 01/2018 | 03/2026 |
| Godshall Professional Recruiting | Greenville | SC | 05/2017 | 01/2018 |
| Colorado Springs Orthopedic Group | Colorado Springs | CO | 07/2015 | 05/2017 |
| Balance Wealth | Colorado Springs | CO | 05/2025 | Present |
| Retire Educated Seminar Series, Llc | Worthington | OH | 12/2019 | Present |
Retire Educated Seminar Series, LLC not investment-related 5701 N High St., Suite 100, Worthington, OH 43085 educational platform for pre-retirees and retirees held at local college institutions Sole Member, President 12/10/2019 2 hours per month 0 hours during trading Plan, market, and execute educational courses focused on financial topics to pre-retirees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-07 |
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