B
CRD: 330614
Ballard Wealth Management LLC
Clermont, FL, 34711
3524049990
$94.0M Total AUM
$94.0M Disc. AUM
-- 3Y CAGR
1 Employees
315 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-04-2024
- Office Locations
- 1
Office Locations
773 W Montrose ST Clermont FL
About Ballard Wealth Management LLC
Ballard Wealth Management LLC is a Clermont-based RIA. The firm has been operating for 2 years. Managing $94.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
-- AVG AGE
$94.0M AVG AUM / ADVISOR
$298.4K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Unlock to compare peer behavior around beacon summit.
Full visibility includes strategy notes for capital legacy optima.
See the complete signal summary connected to vertex beacon.
Unlock to compare peer behavior around element vector.
Full visibility includes strategy notes for quantum legacy wave.
Premium access reveals conviction themes in bridge quantum crest.
Unlock to compare peer behavior around value ridge.
Unlock to compare peer behavior around vital harbor.
Asset Classes
Optima Catalyst matrix
Investment Themes
Pioneer
Investment Vehicles
Optima atlas
Platform
Horizon
Services
Timber unison Unison Pathway
Owner & Executives
CHRISTOPHER EARL BALLARD
Chief Compliance Officer, Financial Advisor, Managing Member, Owner
- CRD
- #1801529
- Ownership
- 75% or more
(937) 759-8372
north.vector@pioneercapital.com
in linkedin.com/in/ember-optima
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $94,000,000
Equity - Exchange:
23.7% U.S. Government/Agency:
20.2% Corporate - Investment Grade:
36.4% Cash:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $982,270,585 | 23.7% |
| U.S. Government/Agency | $837,209,528 | 20.2% |
| Corporate - Investment Grade | $1,508,634,992 | 36.4% |
| Cash | $816,486,521 | 19.7% |
| Total | $4,144,601,626 | 100.0% |