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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-24-2022
- Office Locations
- 1
Office Locations
About Ballast Wealth LLC
Ballast Wealth LLC is a Birmingham-based RIA. The firm has been operating for 4 years. Managing $40.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 170 clients, or 85 clients per representative. That equates to $235.3K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on May 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
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Owner & Executives
RYAN M WEISS
Chief Compliance Officer, Founder
- CRD
- #5056168
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ROY R RUMBLEY
--
- CRD
- #4800237
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Ballast Wealth LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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