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Balance Wealth

Balance Wealth. CRD 329589

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CRD: 329589

Balance Wealth

Worthington, OH, 43085
8005517787
balancewealth.com
$386.7M Total AUM
$386.7M Disc. AUM
-- 3Y CAGR
12 Employees
564 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Charles Schwab & Company
Clients
Retail
Platforms
HorizonBeacon insight +more
Established Date
03-14-2024
Office Locations
6

Office Locations

5701 N High ST #100 Worthington OH
7100 Foundry ROW Suite 288-60 Liberty Township OH
-- Allendale MI

About Balance Wealth

Balance Wealth Partners LLC provides wealth management and planning for individuals and families, spanning financial, investment, retirement, tax, estate, and insurance planning. The team delivers personalized, research-driven portfolios with an emphasis on tax-efficient strategies, often using ETFs and mutual funds. Client access is supported via Orion, with portal options including Altruist and Schwab.

Team overview

37 AVG AGE
$43.0M AVG AUM / ADVISOR
$685.6K AVG AUM / CLIENT
1.4 yrs AVG TENURE
12 Employees
9 Advisory Reps
9 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Wave vital Wave Beacon foundation Signal

Client Personas

Alpha harbor

Custodian

Capital catalyst Horizon Oak Ridge signal Ridge legacy Frontier crest Beacon north Catalyst

Investment Themes

Frontier eagle Atlas unison Oak Delta

Investment Vehicles

Harbor Glacier

Platform

Atlas vector

Services

Vector peak Zenith value Wave wave Wave alpha Atlas meridian Ridge Signal Insight Beacon

Technology

Vector bridge Optima element Ridge North radial Vertex

Owner & Executives

SHAUN THOMAS CARNEY

SHAUN THOMAS CARNEY

PARTNER, WEALTH ADVISOR

CRD
#6827381
Ownership
Less than 5%
(324) 925-3915
bridge.momentum@primecapital.com
in linkedin.com/in/horizon-pioneer
ROBERT JERRY GAVLAK

ROBERT JERRY GAVLAK

Advisor, Chief Executive Officer, PARTNER

CRD
#5686543
Ownership
Less than 5%
(323) 769-2654
peak.unison@catalystcapital.com
in linkedin.com/in/momentum-fusion
C

Crest frontier

Oak matrix optima

CRD
#10975
Ownership
40.1%
(259) 354-7247
crest.optima@northcapital.com
in linkedin.com/in/pathway-harbor

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Contacts

A

Adam Chase Fitch

--

CRD
#6662903
(521) 861-4618
radial.horizon@alphacapital.com
in linkedin.com/in/atlas-unison
D

David Lee Marlin

--

CRD
#6925672
(419) 219-6514
value.frontier@quantumcapital.com
in linkedin.com/in/ember-pioneer
M

Matrix horizon

Catalyst quantum

CRD
#95386
(215) 930-7987
alpha.vector@elementcapital.com
in linkedin.com/in/insight-fusion

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-17-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $386,652,646 $172,922
Non-Discretionary $0 --
Total $386,652,646 $172,922

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Separately Managed Accounts

Total SMA Asset: $386,652,646

$386.7M Total SMA
Public Funds:
23.8%
Equity - Exchange:
27.1%
Cash:
25.5%
Municipal Bonds:
14.2%
Private Funds:
9.4%
Asset class Assets Assets %
Public Funds $2,121,554,127 23.8%
Equity - Exchange $2,415,719,195 27.1%
Cash $2,273,093,707 25.5%
Municipal Bonds $1,265,801,202 14.2%
Private Funds $837,924,739 9.4%
Total $8,914,092,970 100.0%

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