Adam Chase Fitch
Investment adviser representative at Balance Wealth
10 yearsExperience
2 statesRegistered in
$386.7MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Balance WealthMay 2025 to now
- Bolt Financial Group, LLCNov 2024 to Mar 2026
- Rt SpecialtySep 2018 to Nov 2024
- United Sates Air Force AcademyJan 2018 to Sep 2018
- Northwestern Mutual Wealth Management CompanyAug 2017 to Dec 2017
- Northwestern Mutual Investment Services LLCJul 2016 to Dec 2017
- Northwestern Mutual Life Insurance CompanyJul 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Balance Wealth
Legal name: Balance Wealth Partners LLC
$386.7MAssets managed
553Clients
9Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6662903
- Firm CRD
- 329589