Balanced Wealth Management, LLC.: new SEC registration, $102M AUM, West Warwick, RI
Balanced Wealth Management, LLC. (West Warwick, Rhode Island): new SEC registration, $102M AUM, West Warwick, RI. Its amount of 102 is below the median of 134 (13th percentile). Dated 211 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 102 · 13th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 4 related RI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Balanced Wealth Management, LLC. |
| Legal name | Balanced Wealth Management, LLC. |
| CRD | 174699 |
| Status | Approved |
| Registered with the SEC | 2026-04-08 |
| Latest Form ADV filing | 2026-08-24 |
| Location | West Warwick, RI, United States |
| Regulatory AUM | $101,959,984 |
| Accounts | 503 |
| Employees | 4 |
| Website | https://www.facebook.com/balancedwealthmanagement |
| amount percentile | 13th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (5 RI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (RI first): Veritas Wealth Management · Cb Capital LLC · Ncu Investment Solutions · Blue Chip Financial Advisors, LLC · Vanguard Capital Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Balanced Wealth Management, LLC. and 5 Rhode Island peers
- Rhode Island NewRiaPulse records like this one: 5
- Balanced Wealth Management, LLC.'s amount: 13th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Rhode Island peer: $1,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $102M under management.
- Website on file.
What is the NewRiaPulse record for Balanced Wealth Management, LLC. in West Warwick, Rhode Island?
Balanced Wealth Management, LLC. received SEC registration as an investment adviser (2026-04-08) with $101,959,984 in regulatory assets under management, based in West Warwick, RI.
How does Balanced Wealth Management, LLC. compare to other Rhode Island NewRiaPulse records?
Its amount of 102 is below the median (13th percentile); smaller records often move faster and face less competition. It is 211 days old; check the official source for later updates before acting.
Balanced Wealth Management, LLC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Balanced Wealth Management, LLC. | West Warwick, RI | 102 | 13th | 2026-04-08 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Rhode Island NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.