Justin
Balas
Thepartners Wealth Management
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About this Advisor
Justin Balas is a financial advisor based in Monterey, California, working with Thepartners Wealth Management. Justin has previously held positions at Welton Investment Partners, Ieq Capital, Harbinger Group, Svb Wealth LLC, Svb Investment Services Inc, Elite Portfolios, and Thepartners Wealth Management. Justin has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Justin is part of Thepartners Wealth Management, which operates out of Monterey, California. The firm has 3 offices and 7 employees. The firm manages assets totaling $172.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Thepartners Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Thepartners Wealth Management Brokerage Details
$172,525,504
7
565
$305,355
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Justin Balas Work History
Thepartners Wealth Management
Elite Portfolios
Svb Wealth LLC
Svb Investment Services Inc
Ieq Capital
Harbinger Group
Welton Investment Partners
Disclosures
Please visit the SEC profile of Justin Balas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thepartners Wealth Management
Monterey, CA
Monterey, CA
Monterey, CA
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Monterey, CA
Monterey, CA
San Diego, CA
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