BALLARD WEALTH MANAGEMENT LLC

BALLARD WEALTH MANAGEMENT LLC of CLERMONT, FL is an SEC-registered investment adviser (CRD 330614). Regulatory assets under management: $94.0M.

Registration

• CRD: 330614
• Type: Registered investment adviser
• Location: 773 W MONTROSE ST, CLERMONT, FL, 34711
• Phone: 352-404-9990
• Latest filing: 2026-02-25
• Regulatory AUM: $94.0M
• Discretionary AUM: $94.0M
• Clients: 1
• Accounts: 315

Business model

Compensation: % of AUM.

Clients served: 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 330614 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search