Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001951757-25-001075
Filing Date
2025-08-13
Accepted
2025-08-13 10:16:09
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1977
2 F_13F_BalancedWealth_Q22025.html INFORMATION TABLE  
2 F_13F_BalancedWealth_Q22025.xml INFORMATION TABLE 58573
  Complete submission text file 0001951757-25-001075.txt   61785
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