RIA Intel›Advisers›Colorado›BALANCED WEALTH PARTNERS LLC

BALANCED WEALTH PARTNERS LLC

Advisory

FORT COLLINS, CO

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account

$306K

across 64 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

43 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

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CM20 WEALTH MANAGEMENT, LLC

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SHALLER, DOUGLAS RUBOY

$19M

STRATEGIES INVESTMENT MANAGEMENT, LLC

$20M

BIGHORN ASSET MANAGEMENT, LLC

$20M

CHAPEL & COLLINS, LLC

FORT COLLINS, CO

$20M

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