$162.4M Total AUM
$45.1M Disc. AUM
-- 3Y CAGR
6 Employees
159 ADV. Clients
10 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-22-2016
- Office Locations
- 3
Office Locations
340 Lorton AVE STE 216 Burlingame CA
-- Dayton OH
-- Lenexa KS
About Tessara Wealth
Ballast Point Financial Planning is an independent, fee-only RIA serving high-achieving women with holistic financial planning and investment management, including income/benefits optimization, retirement and family planning, plus forward-looking tax advice and in-house tax preparation. Founded in 2016 by Shawn Tydlaska, CFP®, MBA; recognized as an Investopedia Top 100 Advisor (2023).
Team overview
47 AVG AGE
$40.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
4.9 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
SHAWN TYDLASKA
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5852455
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Vidalia Beatrice Cornwall
--
- CRD
- #7117834
Available
Available
Available
J
JOANN HUBER
Financial Advisor, General Partner
- CRD
- #5869343
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,094,018 | $375,783 |
| Non-Discretionary | $117,291,469 | $349,082 |
| Total | $162,385,487 | $356,109 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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