BALLARD WEALTH MANAGEMENT LLC

Overview

Ballard Wealth Management LLC is a small, fee-based registered investment adviser that manages discretionary portfolios primarily for individual and family clients. The firm is owner-operated and positions itself as both a portfolio manager and a capital allocator — it handles day-to-day portfolio decisions while also selecting third-party advisers and external managers when a client mandate calls for specialist exposure. Its stated advisory activity centers on portfolio management for individuals and small businesses and on manager selection rather than institutional consulting or broad ESG mandates; the firm is not an active ESG investor. Fee billing is tied to assets under management, and the firm’s asset mix shows a clear tilt toward publicly traded equities supplemented by externally managed alternative real estate exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices