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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED_RES | 2025-05-23 |
Branch Locations
Springfield, OH • 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 |
|---|---|---|---|---|
| Bolt Financial Group, Inc | Worthington | OH | 02/2018 | 03/2026 |
| L3 Technologies | Wright Patterson Afb | OH | 05/2013 | 11/2018 |
| Agdeavor Investments | Grove City | OH | 12/2018 | 03/2026 |
| Flightsafety Services Corp. | Wright Patterson Afb | OH | 11/2018 | Present |
| Balance Wealth | Springfield | OH | 05/2025 | Present |
FlightSafety Services Corp. not investment-related 5439 McCormick Ave., Wright-Patterson AFB, OH 45433 military Pilot Instructor 11/2018 40 hours per week 6 hours during trading per day provide continuation training in a flight simulator for C-17 pilots
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-11 |
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