Balance Wealth - Investment Advisers

About Balance Wealth

Balance Wealth Partners LLC is an investment adviser headquartered in Worthington, Ohio, and it appears in this directory of investment advisers in Ohio. The firm reports regulatory assets under management of $386.65 million and employs 12 people. The firm offers financial planning, tax planning and wealth management services. Its public materials describe its advisors as fiduciaries and refer to Columbus, Ohio, which differs from the headquarters location in the registry. Bob Gavlak, a CFP professional, founded the firm, and Shaun Carney, who also holds the CFP designation, is part of the advisory team. The firm is also included in the directory of US investment advisers, alongside other firms of this type across the country.

Key Facts

Assets Under Management

$386.65M

Employees

12

SEC File Number

801-131997