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They include 451 individual clients and 102 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 15 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Balance Wealth Partners offer?","answer":"Balance Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Balance Wealth Partners use?","answer":"Balance Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $253M and Altruist Financial LLC (Culver City, CA), with $133M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Balance Wealth Partners have?","answer":"Balance Wealth Partners has 9 investment adviser representatives registered with state securities authorities, out of 12 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Balance Wealth Partners invest in?","answer":"At the end of its last fiscal year, Balance Wealth Partners’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 4% cash and equivalents, 1% state and local bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Balance Wealth Partners?","answer":"Balance Wealth Partners is owned through holding companies by Shaun Carney, Robert Gavlak, Nora Lamendola and Ryan Mannen. Its direct owners are Balance Wealth Holdings LLC, Bolt Financial Holdings LLC, Lamendola Holdings LLC and Mannen Holdings LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 15 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Balance Wealth Partners get paid?","answer":"Balance Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Balance Wealth Partners?","answer":"Balance Wealth Partners’ main office is at 5701 North High Street, Suite 100, Worthington, OH 43085. Its phone number is 800-551-7787. 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