RIA Intel›Advisers›Alabama›BALLAST WEALTH LLC

BALLAST WEALTH LLC

Advisory

AL

Data as of May 13, 2026 · Source: SEC Form ADV

Average account

$296K

across 135 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed May 13, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients170

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

170 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AL

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

$40M

WESBAN FINANCIAL CONSULTANTS, P.C.

$41M

COLONIAL ASSET MANAGEMENT INC

$42M

LAKESHORE CAPITAL, LLC

$38M

GATEWAY WEALTH MANAGEMENT, LLC

GUNTERSVILLE, AL

$38M

CEDARHOLM & EUGENIAS, LLC

$43M

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