Ballast Rock Private Wealth
Ballast Rock Private Wealth is an SEC-registered wealth manager in Charleston, SC with $405.7M assets under management (AUM, regulatory AUM), +70% over one year. See who owns Ballast Rock Private Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322064, SEC 801-129645, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $405.7M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Charleston, SC
- Employees
- 9
- Clients
- 251
- CRD
- 322064
- Ownership
- BALLAST ROCK HOLDINGS LLC; CARROLL-CONNELL, THOMAS, ELDREDGE; Thonssen, Jason, michael; Salomone, Christian, Dan; Thonssen, Jason, Michael
How much AUM does Ballast Rock Private Wealth have?
Ballast Rock Private Wealth reported $405.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Ballast Rock Private Wealth?
Disclosed owners and executives of Ballast Rock Private Wealth include BALLAST ROCK HOLDINGS LLC, CARROLL-CONNELL, THOMAS, ELDREDGE, Thonssen, Jason, michael, Salomone, Christian, Dan, Thonssen, Jason, Michael. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.