B
$19.6M Total AUM
$19.6M Disc. AUM
-- 3Y CAGR
2 Employees
43 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2024
- Office Locations
- 1
Office Locations
3711 John F Kennedy Parkway, Suite 230 Fort Collins CO
About Balanced Wealth Partners LLC
Balanced Wealth Partners LLC is a Fort Collins-based RIA. The firm has been operating for 1 years. Managing $19.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life.
Team overview
29 AVG AGE
$19.6M AVG AUM / ADVISOR
$455.8K AVG AUM / CLIENT
1.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
Paulette L Anderson
--
- CRD
- --
- Ownership
- 75% or more
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C
Chase Cole Grundy
Chief Compliance Officer
- CRD
- #6956912
- Ownership
- 5% but less than 10%
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
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Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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