Balance Wealth Partners Llc
- Regulatory AUM
- $387M
- Discretionary
- $387M
- Clients
- 553
- Avg AUM / client
- $699K
- Accounts
- 2,236
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 451 | $146M | 37.7% |
| High net worth individuals | 102 | $241M | 62.3% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Jerry Gavlak | Registered representative | CFP | Mar 2024 (2y) | |
| Timothy Jefferson Power | Registered representative | Mar 2024 (2y) | ||
| Nicholas Carter Gookin | Registered representative | Jul 2024 (2y) | ||
| Tyler Patrick Purcell | Registered representative | Nov 2024 (2y) | ||
| Shaun Thomas Carney | Registered representative | CFP | May 2025 (1y) | |
| Adam Chase Fitch | Registered representative | May 2025 (1y) | ||
| Nora Catherine Lamendola | Registered representative | May 2025 (1y) | ||
| David Lee Marlin | Registered representative | May 2025 (1y) | ||
| Larry Eugene Thompson | Registered representative | Oct 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $253M (65% of AUM) Jul 2026
- Truist Financial Corp $133M (35% of AUM) Jul 2026
- Altruist Financial $133M (35% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗