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Est. 2026The front page of wealth managementNew York

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Chief Investment Officer · Thepartners Wealth Management

Justin Balas

CRD 7562629 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Thepartners Wealth Management, an SEC-registered wealth manager based in Carmel by the Sea, CA with $1.2 billion in regulatory assets, lists Justin Balas on its Form ADV as Chief Investment Officer. The SEC filings also name Justin at 1 other registered adviser.

Firms and roles

  • Thepartners Wealth ManagementChief Investment OfficerWealth manager · Carmel by the Sea, CA · $1.2B in regulatory assets
  • Elite PortfoliosChief Investment OfficerAsset manager · Carmel by the Sea, CA · $0M in regulatory assets

AtlasMembers

Justin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Justin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.