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Chief Executive Officer, Family MAN, Partner · Balance Wealth

Robert J. Gavlak

CRD 5686543 · Named on Form ADV at one SEC-registered adviser

At a glance

Balance Wealth, an SEC-registered wealth manager based in Worthington, OH with $387 million in regulatory assets, lists Robert J. Gavlak on its Form ADV as Chief Executive Officer, Family MAN, Partner, a control person.

Firms and roles

  • Balance WealthChief Executive Officer, Family MAN, PartnerWealth manager · Worthington, OH · $387M in regulatory assets

AtlasMembers

Robert’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 Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.