Ballast Wealth LLC

Overview

Ballast Wealth LLC is an owner-run independent registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fees as a percentage of assets under management and lists financial planning, portfolio management for individuals and small businesses, and selection of other advisers among its core advisory services. It identifies itself as a capital allocator, meaning it places client assets with outside managers in addition to managing portfolios directly. Ballast reports it does not pursue active ESG investing and is not registered as a multi-state adviser. The firm’s operating profile points to a boutique advisory practice focused on traditional wealth-management services for private clients, with the ability to source third-party managers when a particular strategy or capability is needed.

Assets & Accounts

Investments & Alternatives