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BALANCED WEALTH MANAGEMENT, LLC.

WEST WARWICK, RI · CRD 174699 · IAPD ↗ · (401) 398-2000

$102.0MRegulatory AUM
2Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — BALANCED WEALTH MANAGEMENT, LLC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
September 2026 — BALANCED WEALTH MANAGEMENT, LLC. moved its main office from EAST GREENWICH, RI to WEST WARWICK, RI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
September 2026 — BALANCED WEALTH MANAGEMENT, LLC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
May 2026 — BALANCED WEALTH MANAGEMENT, LLC. (EAST GREENWICH, RI) is newly SEC-registered with $102.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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