BALLAST WEALTH LLC

BALLAST WEALTH LLC is an SEC-registered investment adviser (CRD 318991). Regulatory assets under management: $40.0M.

Registration

• CRD: 318991
• Type: Registered investment adviser
• Phone: (205) 789-5003
• Latest filing: 2026-05-13
• Regulatory AUM: $40.0M
• Discretionary AUM: $40.0M
• Clients: 2
• Accounts: 135

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318991 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search