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| Happy Holidays!! thanks for using AUM13F!! |
| Ballast Rock Private Wealth LLC
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| CRD # | 322064 |
| SEC # | 801-129645 |
| CIK # | |
| AUM | $238.2 M (2025-03-14) |
| Employees | 10 (60% Investors, 10% Brokers) |
| Phone | 800-204-2513 |
| Address | 460 King Street Charleston, SC 29403 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 69.6 |
| (b) Individuals (high net worth individuals) | 80 | 154.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 7.9 |
| (n) Other | 0 | 0.0 |
| Total | 528 | 238.2 |
| By Discretionary | ||
| Discretionary | 455 | 202.2 |
| Non-Discretionary | 73 | 36.0 |
| Total | 528 | 238.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.2 | |
| Total | 528 | 238.2 |
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|---|---|---|
|
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|
FL | 0.2 |
|
Leo H Evart Inc
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|
CA | 0.2 |
|
WIN Advisors Inc
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FL | 0.2 |
|
MHS Advisory Services LLC
✚
|
MN | 0.2 |
|
Valley Financial Group Inc
✚
|
PA | 0.2 |
|
Monterey Wealth Partners LLC
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|
GA | 0.2 |
|
Redmont Wealth Advisors LLC
✚
|
IL | 0.2 |
|
Rainier Family Wealth Inc
✚
|
WA | 0.2 |
|
Varra Wealth Management LLC
✚
|
CO | 0.2 |
|
Aurora Investment Counsel
✚
|
GA | 0.2 |