RIA Intel›Advisers›Florida›BALLESTAS ADVISORS, LLC

BALLESTAS ADVISORS, LLC

Advisory

MIAMI, FL

Data as of Aug 4, 2026 · Source: SEC Form ADV

Rank in FL

#1,709

of 2,610 advisers by AUM

Average account

$3M

across 12 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 4, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

9 clients

6 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

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

OMKARA CAPITAL LLC

$40M

LENTZ WEALTH ADVISORS, LLC

GAINESVILLE, FL

$40M

CONCIERGE FINANCIAL ADVISOR LLC

$40M

FPC SERVICES, INCORPORATED

$40M

HARDER MANAGEMENT COMPANY, INC.

$41M

CAMERONDOWNING, INC.

$41M

Get the full picture on BALLESTAS ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BALLESTAS ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans