Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001951757-25-000368
Filing Date
2025-04-15
Accepted
2025-04-15 17:13:28
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-15

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1977
2 F_13F_Balances_Q12025.html INFORMATION TABLE  
2 F_13F_Balances_Q12025.xml INFORMATION TABLE 54389
  Complete submission text file 0001951757-25-000368.txt   57594
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)

EIN.: 921298442 | State of Incorp.: OH | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23612 | Film No.: 25840498