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BALLARD WEALTH MANAGEMENT LLC
CRD 330614
773 W MONTROSE ST, CLERMONT, FL, 34711, United States
Phone
352-404-9990
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$94.0M
Discretionary AUM
$94.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 301 | $53.0M |
| High net worth individuals | 14 | $41.0M |
Official SEC filing: View on IAPD