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SEC insider activity covers quarterly filings through June 30, 2026. Later filings are not included. Reported roles do not establish current employment or current holdings. SEC filing documents, sections and filing-text search cover filings dated January 1, 2000 onward. Earlier filings are deferred until after launch.
Also known as: BALANCE FINANCIAL WELLNESS
Firm Income Reported for This Client
$50K
Not substituted for client expenses
Summary
BALANCE FINANCIAL WELLNESS is an organization, based in CA. Its political footprint includes $50K in lobbying-firm income reported for this client. Lobbying activity focuses on Financial Institutions/Investments/Securities.