RIA Intel›Advisers›Florida›BALLARD WEALTH MANAGEMENT LLC

BALLARD WEALTH MANAGEMENT LLC

Advisory

CLERMONT, FL

Data as of Feb 25, 2026 · Source: SEC Form ADV

Rank in FL
#1,345
of 2,610 advisers by AUM
Average account
$298K
across 315 accounts
AUM per adviser
$94M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM
$94M
Discretionary %
100%
Clients
315
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$94M
Discretionary AUM$94M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients315
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

CAPITAL MANAGEMENT ASSOCIATES, LLC
ORLANDO, FL
$94M
-45.7% 1Y
TAYLOR & WILLIAMS, INC.
LUTZ, FL
$94M
-7.8% 1Y
TRUST HOUSE, INC.
FT. LAUDERDALE, FL
$94M
-30.5% 1Y
STATETRUST CAPITAL, LLC.
BOCA RATON, FL
$94M
-6.9% 1Y
CAPSTONE INVESTMENT MANAGEMENT LLC
PALM COAST, FL
$94M
CAPITAL Q MANAGEMENT LLC
MAITLAND, FL
$93M

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