Ballard Wealth Management LLC
Firm details
- Headquarters
- Clermont, Florida
- CRD number
- 330614
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals56.38%
- HNWI43.62%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ballard Wealth Management LLC is a Florida-based, individually owned LLC that manages investment portfolios for individuals and families, including small businesses. The firm acts as a capital allocator and provides discretionary portfolio management and selection of third‑party advisers. It charges fees as a percentage of assets under management. Ballard does not characterize itself as an active ESG investor and operates from a single state registration. The firm lists an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- US Government Bonds15%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Clermont, FL
Lake
Location
Clermont, FL
Headquartered in Clermont, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Lake
- Address
- 773 W Montrose St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
JB Meridian Advisors, LLC
RIAClermont, FL
Stewardship Advisory Group, LLC
RIAClermont, FL
Borderless Management LLC
RIAClermont, FL
Blue Jasper Capital LLC
RIAClermont, FL
JTM Carey Capital LLC
RIAClermont, FL
Taylor & Williams, Inc.
RIALutz, FL