Balanced Wealth Management, LLC.

Overview

Balanced Wealth Management, LLC. is an SEC registered investment adviser based in West Warwick, RI, registered since 2015. It reports $102M in assets under management across 503 accounts, with 4 employees. It has 2 investment adviser representatives.

Reported AUM

$102M

Discretionary

100%

Accounts

503

Average account

$203K

Employees

4

Advisory reps

2

Registered since

2015

Jurisdictions

3

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Robert Nicholas Auclair Principal, Chief Compliance Officer CRD 2999541

Advisory reps 2 of 2

• Robert N Auclair Insurance Agent · Investment Adviser Rep CRD 2999541
• William Baker Herbert Insurance Agent · Investment Adviser Rep CRD 7628823

Location

Headquarters

1350 Division Rd Ste 204
West Warwick, RI 02893

County

Kent

Metro area

Providence-Warwick, RI-MA

Region

Northeast

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: balancedwealth.com

Every state, with registration dates

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