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Chief Operations Officer / Chief Compliance Officer · Balanced Wealth Group LLC

Michelle L. Taylor

CRD 2638947 · Named on Form ADV at one SEC-registered adviser

At a glance

Balanced Wealth Group LLC, an SEC-registered wealth manager based in Westlake, OH with $494 million in regulatory assets, lists Michelle L. Taylor on its Form ADV as Chief Operations Officer / Chief Compliance Officer, a control person.

Firms and roles

  • Balanced Wealth Group LLCChief Operations Officer / Chief Compliance OfficerWealth manager · Westlake, OH · $494M in regulatory assets

AtlasMembers

Michelle’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 the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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 Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.