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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001951757-24-000466
Filing Date
2024-05-13
Accepted
2024-05-13 09:41:46
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1977
2 F_13F_Balanced_Q12024.html INFORMATION TABLE  
2 F_13F_Balanced_Q12024.xml INFORMATION TABLE 54063
  Complete submission text file 0001951757-24-000466.txt   57275
Mailing Address 1991 CROCKER ROAD SUITE 300 WESTLAKE OH 44145
Business Address 1991 CROCKER ROAD SUITE 300 WESTLAKE OH 44145 440-871-6501
BALANCED WEALTH GROUP LLC (Filer) CIK: 0002009783 (see all company filings)

IRS No.: 921298442 | State of Incorp.: OH | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23612 | Film No.: 24937234