Balanced Wealth Group Llc
- Regulatory AUM
- $494M
- Discretionary
- $494M
- Clients
- 498
- Avg AUM / client
- $992K
- Accounts
- 1,588
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 328 | $153M | 30.9% |
| High net worth individuals | 127 | $294M | 59.6% |
| Pension and profit sharing plans | Fewer than 5 | $488K | 0.1% |
| Charitable organizations | Fewer than 5 | — | — |
| Corporations and other businesses | 43 | $46.5M | 9.4% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshua Randolph Harrell | Partner / Lead Advisor | CFP | Nov 2023 (3y) | 10% – 25% |
| Matthew Christopher Daugherty | Ceo/President / Managing Member | CFP | Nov 2023 (3y) | 50% – 75% |
| Michelle Lynn Taylor | Chief Operations Officer / Chief Compliance Officer | Nov 2023 (3y) | Less than 5% | |
| Matthew Thomas Gottshall | Registered representative | CFP | Nov 2023 (3y) | |
| Roger Allan Potter | Registered representative | Nov 2023 (3y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 939 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $494M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗