B
$40.0M Total AUM
$40.0M Disc. AUM
-- 3Y CAGR
2 Employees
170 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-24-2022
- Office Locations
- 1
Office Locations
-- Birmingham AL
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.
Team overview
-- AVG AGE
$20.0M AVG AUM / ADVISOR
$235.3K AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
R
RYAN M WEISS
Chief Compliance Officer, Founder
- CRD
- #5056168
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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R
ROY R RUMBLEY
--
- CRD
- #4800237
Available
Available
Available
Showing 1 of 2 contacts
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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