TESSARA WEALTH

RIASEC RegisteredEst. 2025

Total AUM

$162M

Discretionary

$45.1M

28% of AUM

Avg account

$356K

Accounts

456

Employees

Advisory reps

Firm details

Headquarters: BURLINGAME, California
CRD number: 283295
Registered since: April 22, 2025
Website: www.ballastpointfp.com
Custodians: BETTERMENT, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.93%
Individuals17.07%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Tessara Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm was registered with the SEC in 2025 and focuses on serving individual and family clients. Tessara positions itself as a capital allocator and combines financial planning and portfolio management for individuals and small businesses with advisor-selection services and educational workshops. The firm also lists accounting among its business activities. Its fee arrangements are flexible: percentage-of-AUM billing is offered alongside hourly and fixed-fee engagements. Tessara does not identify as an active ESG investor.