Balance Wealth

CRD 329589 · Worthington, OH · $386.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 329589
SEC number: 801-131997
Firm type: RIA
Assets under management: $386.7M as of Mar 23, 2026
Website: balancewealth.com ↗
Phone: (800) 551-7787
Address: 5701 North High Street, Worthington, OH, 43085

Advisors at this firm

9 in our index · page 1 of 1

Shaun Thomas CarneyCRD 6827381 · Worthington, OH

IA RegisteredRegistration inactive
Adam Chase FitchCRD 6662903 · Worthington, OH

IA RegisteredRegistration inactive
Robert Jerry GavlakCRD 5686543 · Worthington, OH

IA Registered
Nicholas Carter GookinCRD 6871985 · Allendale, MI

IA Registered
Nora Catherine LamendolaCRD 7257703 · Colorado Springs, CO

IA Registered
David Lee MarlinCRD 6925672 · Springfield, OH

IA Registered
Timothy Jefferson PowerCRD 4746589 · Worthington, OH

IA RegisteredRegistration inactive
Tyler Patrick PurcellCRD 6103254 · Liberty Township, OH

IA RegisteredRegistration inactive
Larry Eugene ThompsonCRD 5539699 · Chillicothe, OH

IA Registered

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.

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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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.