norm: balanced wealth managementUSno LEI · no CIKMax severity: Medium

Canonical registry

Balanced Wealth Management

ent_7c5dd57d2747dc2d69cfd32c

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Disclosures

1

State AG · 1 jurisdiction

Multi-filing incidents

—

no multi-filing incident in sample

Max affected reported

4

as filed · State AG NE

Leak-site claims

0

none in sample

Identity resolution

Canonical name: Balanced Wealth Management
Normalized: balanced wealth management— dedupe via name-norm; Microsoft / MSFT collapse to one row
GLEIF LEI: No match
SEC EDGAR CIK: None — not an SEC registrant
Domain: balancedwealth.com

Disclosure history (1)newest first

Nebraska State AGas victim2025-10-13
Balanced Wealth Management LLC (BWM) reported a phishing incident in Nebraska affecting 4 residents. An employee email account was compromised between June 11 and June 30, 2025. BWM discovered the unauthorized access on June 30, 2025, secured the account, and determined that names, SSNs, and financial account numbers were exposed. Notifications were mailed to affected individuals on October 13, 2025, offering one year of credit monitoring via Kroll.