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BALEFIRE, LLC

DALLAS, TX · CRD 168733 · IAPD ↗ · balefirewealth.com · 972-361-1001

$1.99BRegulatory AUM
38Advisory reps
38Employees
0Clients
251-500Planning clients
0Private funds
19States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — BALEFIRE, LLC reported RAUM up 61% ($1.24B -> $1.99B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — BALEFIRE, LLC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — BALEFIRE, LLC notice-filed in AL, GA, MS, NC, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — FUSE PARTNERS, LLC is now doing business as BALEFIRE, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
April 2025 — BALEFIRE, LLC crossed $1B in regulatory AUM ($903.2M -> $1.24B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
65
April 2024 — FUSE PARTNERS, LLC reported RAUM up 36% ($663.8M -> $903.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — FUSE PARTNERS, LLC reports 251-500 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
83
April 2024 — FUSE PARTNERS, LLC grew from 19 to 36 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
February 2024 — FUSE PARTNERS, LLC added office(s): 5 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
February 2024 — FUSE PARTNERS, LLC notice-filed in AZ, CA, FL, IA, IL, KS, LA, MI, MN, MO, MT, ND, NE, OH, SD, TN, TX, VA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.