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TESSARA WEALTH
BALLAST POINT FINANCIAL PLANNING, LLC
CRD 283295 · SEC 801-132445
340 LORTON AVE, STE 216, BURLINGAME, CA, 94010, United States
Phone
650-636-7526
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$162.4M
Discretionary AUM
$45.1M
Team
6 total employees; 4 advisory reps; 16 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $27.7M |
| High net worth individuals | 57 | $134.7M |
States served
CA, KS, LA, MI, OH, VA, TX
All web addresses on file
Official SEC filing: View on IAPD