Balance Wealth

EST. AUM
$386,652,646

CONTACTS
5

CLIENT ACCOUNTS
2,236

Firm Details

Metro area Columbus
CRD Number 329589
Website balancewealth.com
Client types

Overview

Balance Wealth, founded in 2023 by financial advisor Bob Gavlak, offers financial planning services. With over 14 years of experience at larger firms, Gavlak established the company to provide customized financial advice. Balance Wealth works with clients to develop financial plans based on their specific goals and circumstances.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Balance Wealth

Platform Details

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