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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Element alphaAlpha
- Established Date
- 10-02-2008
- Office Locations
- 1
Office Locations
About Balser Wealth Management, LLC
Balser Wealth Management, LLC works with business owners and entrepreneurs on holistic wealth management—integrating personal values, family dynamics, risk management, and legacy/impact planning. The firm builds customized strategies for business growth and eventual exit, coordinating with tax, estate, and legal professionals as needed. Portfolios are primarily implemented with ETFs and may be custodied on Altruist.
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Owner & Executives
ROGER SCOTT BALSER
COMPLIANCE OFFICER, Financial Advisor, General Partner, President
- CRD
- #1396245
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,801,415,483 | 25.8% |
| Cash | $1,228,872,577 | 17.6% |
| Municipal Bonds | $747,098,669 | 10.7% |
| Public Funds | $747,098,669 | 10.7% |
| Equity - OTC | $2,457,745,155 | 35.2% |
| Total | $6,982,230,553 | 100.0% |