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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BALANCE WEALTH

BALANCE WEALTH PARTNERS LLC, CRD 329589

WORTHINGTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2c606640-3d36-1203-a4ae-9f0c3f165cdd

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 3
On other graphs: 0
Observed: Feb 3, 2025 to Jul 15, 2026
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $387MItem 5.F on the latest filing (2026-07-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $387M
Private client RAUM: $387MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $43.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 9
Offices: 8Schedule D 1.F, beyond the principal office
Accounts: 2,236
Individual clients: 451
High net worth clients: 102
SEC number: 801-131997
CRD: 329589
Filings on the tape: 8
First filed: Feb 3, 2025
Latest filed: Jul 15, 2026
Organised: Limited Liability Company, OH
Website: balancewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT JERRY GAVLAK	Certified Financial Planner	WORTHINGTON, OH	2	15	3	no
Timothy Jefferson Power	n/a	WORTHINGTON, OH	2	22	4	no
NICHOLAS CARTER GOOKIN	n/a	Allendale, MI \| WORTHINGTON, OH	2	12	2	no
Tyler Patrick Purcell	n/a	Liberty Township, OH \| WORTHINGTON, OH	1	13	2	no
SHAUN THOMAS CARNEY	Certified Financial Planner	WORTHINGTON, OH \| Worthington, OH	1	11	3	no
Adam Chase Fitch	n/a	WORTHINGTON, OH \| Worthington, OH	1	10	1	no
Nora Catherine Lamendola	n/a	Colorado Springs, CO \| WORTHINGTON, OH	1	11	1	no
David Lee Marlin	n/a	Springfield, OH \| WORTHINGTON, OH	1	13	2	no
LARRY EUGENE THOMPSON	n/a	Chillicothe, OH \| WORTHINGTON, OH	0	24	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BALANCE WEALTH HOLDINGS LLC	Member	C	yes	07/2025	Jul 15, 2026	Jul 15, 2026
BOLT FINANCIAL HOLDINGS LLC	Member	C	yes	07/2025	Jul 15, 2026	Jul 15, 2026
LAMENDOLA HOLDINGS LLC	Member	B	yes	06/2026	Jul 15, 2026	Jul 15, 2026
MANNEN HOLDINGS LLC	Member	B	yes	06/2026	Jul 15, 2026	Jul 15, 2026
MANNEN, RYAN, MATTHEW	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	Na	yes	01/2025	Jul 15, 2026	Jul 15, 2026
Lamendola, Nora, Catherine	CHIEF EXPERIENCE OFFICER, WEALTH ADVISOR	Na	no	07/2025	Jul 15, 2026	Jul 15, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$387M	$387M	12	9	8	n/a	n/a
2024	Apr 30, 2025	$188M	$188M	6	4	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	9	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$387M	$188M	106.1%	n/a	n/a	12	6	8	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AGDEAVOR INVESTMENTS	3	Mar 24, 2026	Oct 24, 2025	WORTHINGTON, OH	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (5)

← LAMENDOLA HOLDINGS LLCOwnerMEMBER, ownership code B, domestic entity
Jul 15, 2026 to presentfactForm ADV
← BOLT FINANCIAL HOLDINGS LLCOwnerMEMBER, ownership code C, domestic entity
Jul 15, 2026 to presentfactForm ADV
← BALANCE WEALTH HOLDINGS LLCOwnerMEMBER, ownership code C, domestic entity
Jul 15, 2026 to presentfactForm ADV
← MANNEN HOLDINGS LLCOwnerMEMBER, ownership code B, domestic entity
Jul 15, 2026 to presentfactForm ADV
← MANNEN, RYAN, MATTHEWOwnerCHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, ownership code NA, individual
Jul 15, 2026 to presentfactForm ADV

Owns (1)

← Lamendola, Nora, CatherineOwnerCHIEF EXPERIENCE OFFICER, WEALTH ADVISOR, ownership code NA, individual
Jul 15, 2026 to presentfactForm ADV

Registered with (9)

← LARRY EUGENE THOMPSONAdvisorregistration: current employment
Oct 24, 2025 to presentfactForm ADV
← David Lee MarlinAdvisorregistration: current employment
May 23, 2025 to presentfactForm ADV
← Adam Chase FitchAdvisorregistration: current employment
May 19, 2025 to presentfactForm ADV
← Nora Catherine LamendolaAdvisorregistration: current employment
May 19, 2025 to presentfactForm ADV
← SHAUN THOMAS CARNEYAdvisorregistration: current employment
May 6, 2025 to presentfactForm ADV
← Tyler Patrick PurcellAdvisorregistration: current employment
Nov 4, 2024 to presentfactForm ADV
← NICHOLAS CARTER GOOKINAdvisorregistration: current employment
Jul 22, 2024 to presentfactForm ADV
← Timothy Jefferson PowerAdvisorregistration: current employment
Mar 15, 2024 to presentfactForm ADV
← ROBERT JERRY GAVLAKAdvisorregistration: current employment
Mar 14, 2024 to presentfactForm ADV

Moved with (2)

← AGDEAVOR INVESTMENTSRegistered adviser3 advisors, firm absorbed, same day
Mar 24, 2026 to Oct 24, 2025factForm ADV
← BOLT FINANCIAL GROUP, INCRegistered adviser2 advisors, team lift out, same day
Mar 24, 2026 to May 19, 2025factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 24, 2026
Firm absorbed
Agdeavor Investments's advisors moved to Balance Wealth (Worthington, OH): 3 of 3 registered, on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Jul 17, 2025
Regulatory AUM changed
Balance Wealth reported RAUM $348.4M, up 86% from $187.6M (2025-05-29 to 2025-07-17)
Form ADVobserved 6 days ago
$161M

Show 1 bookkeeping events

Occurred
May 29, 2025
Balance Wealth reported 8 offices beyond its principal office, up from 2 (2025-04-30 to 2025-05-29)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c606640-3d36-1203-a4ae-9f0c3f165cdd
First observed: Feb 3, 2025
Last observed: Jul 15, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BALANCE WEALTH

BALANCE WEALTH PARTNERS LLC, CRD 329589

WORTHINGTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2c606640-3d36-1203-a4ae-9f0c3f165cdd

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:33 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT JERRY GAVLAK

Certified Financial Planner

WORTHINGTON, OH

Timothy Jefferson Power

n/a

WORTHINGTON, OH

NICHOLAS CARTER GOOKIN

n/a

Allendale, MI | WORTHINGTON, OH

Tyler Patrick Purcell

n/a

Liberty Township, OH | WORTHINGTON, OH

SHAUN THOMAS CARNEY

Certified Financial Planner

WORTHINGTON, OH | Worthington, OH

Adam Chase Fitch

n/a

WORTHINGTON, OH | Worthington, OH

Nora Catherine Lamendola

n/a

Colorado Springs, CO | WORTHINGTON, OH

David Lee Marlin

n/a

Springfield, OH | WORTHINGTON, OH

LARRY EUGENE THOMPSON

n/a

Chillicothe, OH | WORTHINGTON, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BALANCE WEALTH HOLDINGS LLC

Member

yes

07/2025

Jul 15, 2026

BOLT FINANCIAL HOLDINGS LLC

Member

yes

07/2025

Jul 15, 2026

LAMENDOLA HOLDINGS LLC

Member

yes

06/2026

Jul 15, 2026

MANNEN HOLDINGS LLC

Member

yes

06/2026

Jul 15, 2026

MANNEN, RYAN, MATTHEW

CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER

yes

01/2025

Jul 15, 2026

Lamendola, Nora, Catherine

CHIEF EXPERIENCE OFFICER, WEALTH ADVISOR

07/2025

Jul 15, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$387M

n/a

2024

Apr 30, 2025

$188M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$387M

$188M

106.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AGDEAVOR INVESTMENTS

Mar 24, 2026

Oct 24, 2025

WORTHINGTON, OH

Firm absorbed

RIA to RIA

100.0%