Balanced Wealth Group LLC

CRD 328007 · Westlake, OH · $494.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 328007
SEC number: 801-128997
Firm type: RIA
Assets under management: $494.1M as of Jun 12, 2026
Website: open.spotify.com/show/7hppiiIwsSpNZArk36QQWA ↗
Phone: (440) 871-6501
Address: 1991 Crocker Road, Westlake, OH, 44145

Advisors at this firm

5 in our index · page 1 of 1

Matthew Christopher DaughertyCRD 4433690 · Westlake, OH

IA RegisteredRegistration inactive
Matthew Thomas GottshallCRD 6647963 · Westlake, OH

IA RegisteredRegistration inactive
Joshua Randolph HarrellCRD 5556167 · Westlake, OH

IA RegisteredRegistration inactive
Roger Allan PotterCRD 4548188 · Westlake, OH

IA RegisteredRegistration inactive
Michelle Lynn TaylorCRD 2638947 · Westlake, OH

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 328007 ↗ FINRA BrokerCheck record for firm CRD 328007 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.