A complete list of active advisors currently associated with Ballast Wealth LLC

Warmer can help you find a great advisor at Ballast Wealth LLC or one who fits your needs even better.

The firm provides discretionary investment advisory and portfolio management services to individuals, trusts, estates and small businesses, and charges asset-based fees typical of supported firms. Ballast constructs customized portfolios primarily using individual equity securities and may also use mutual funds, ETFs or sub-advisors as appropriate. Ballast’s investment process emphasizes continuous personal contact and a primarily long-term approach, employing both fundamental and technical analysis to select and monitor positions. The firm will hold securities for extended periods but may trade more actively for rebalancing, tax management, or tactical reasons, and it performs due diligence on any sub-advisor relationships. Although the ADV permits servicing high‑net‑worth clients, the firm’s reported scale — roughly 170 client relationships and about $40 million in assets managed by two advisors — indicates it primarily serves smaller individual accounts rather than a concentrated HNW clientele, which is less common for supported firms. The firm, founded in 2022, focuses on individualized, equity‑centric portfolios, does not accept custody except for authorized fee deductions, and participates in an institutional custodian platform that provides third‑party services and benefits to the advisor.

To learn more about the advisors currently working at Ballast Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.