BALLAST ROCK PRIVATE WEALTH LLC
Legal name: BALLAST ROCK PRIVATE WEALTH
CRD #322064 SEC #801-129645 CHARLESTON, SC (800) 204-2513
SEC Registered
Total AUM
$238.2M
Discretionary
$202.2M
Employees
10
Clients
11
Accounts
528
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $238.2M | $202.2M | $36M | 10 | 0 |
| Mar 2025 | $238.2M | $202.2M | $36M | 10 | 0 |
| Nov 2024 | $170.6M | $143.9M | $26.6M | 10 | 0 |
| Nov 2024 | $170.6M | $143.9M | $26.6M | 10 | 0 |
| Aug 2024 | $170.6M | $143.9M | $26.6M | 10 | 0 |
| Mar 2024 | $170.6M | $143.9M | $26.6M | 10 | 0 |
| Mar 2024 | $170.6M | $143.9M | $26.6M | 10 | 0 |
| Feb 2024 | $101.6M | $74.2M | $27.4M | 7 | 1 |
| Jun 2023 | $32.3M | $31.2M | $1.1M | 6 | 1 |
| May 2023 | $32.3M | $31.2M | $1.1M | 6 | 1 |
| May 2023 | $32.3M | $31.2M | $1.1M | 6 | 1 |
| Apr 2023 | $32.3M | $31.2M | $1.1M | 6 | 1 |
| Mar 2023 | $32.3M | $31.2M | $1.1M | 6 | 1 |
| Nov 2022 | $11M | $8.3M | $2.7M | 5 | 0 |
| Nov 2022 | $11M | $8.3M | $2.7M | 5 | 0 |
| Oct 2022 | $11M | $8.3M | $2.7M | 5 | 0 |
| Sep 2022 | $0 | $0 | $0 | 5 | 0 |
| Sep 2022 | $0 | $0 | $0 | 4 | 0 |
| Aug 2022 | $0 | $0 | $0 | 4 | 0 |
| Aug 2022 | $0 | $0 | $0 | 3 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$238.2M
Discretionary$202.2M
Non-Disc.$36M
Employees10
Clients0
DateMar 2025
Total AUM$238.2M
Discretionary$202.2M
Non-Disc.$36M
Employees10
Clients0
DateNov 2024
Total AUM$170.6M
Discretionary$143.9M
Non-Disc.$26.6M
Employees10
Clients0
DateNov 2024
Total AUM$170.6M
Discretionary$143.9M
Non-Disc.$26.6M
Employees10
Clients0
DateAug 2024
Total AUM$170.6M
Discretionary$143.9M
Non-Disc.$26.6M
Employees10
Clients0
DateMar 2024
Total AUM$170.6M
Discretionary$143.9M
Non-Disc.$26.6M
Employees10
Clients0
DateMar 2024
Total AUM$170.6M
Discretionary$143.9M
Non-Disc.$26.6M
Employees10
Clients0
DateFeb 2024
Total AUM$101.6M
Discretionary$74.2M
Non-Disc.$27.4M
Employees7
Clients1
DateJun 2023
Total AUM$32.3M
Discretionary$31.2M
Non-Disc.$1.1M
Employees6
Clients1
DateMay 2023
Total AUM$32.3M
Discretionary$31.2M
Non-Disc.$1.1M
Employees6
Clients1
DateMay 2023
Total AUM$32.3M
Discretionary$31.2M
Non-Disc.$1.1M
Employees6
Clients1
DateApr 2023
Total AUM$32.3M
Discretionary$31.2M
Non-Disc.$1.1M
Employees6
Clients1
DateMar 2023
Total AUM$32.3M
Discretionary$31.2M
Non-Disc.$1.1M
Employees6
Clients1
DateNov 2022
Total AUM$11M
Discretionary$8.3M
Non-Disc.$2.7M
Employees5
Clients0
DateNov 2022
Total AUM$11M
Discretionary$8.3M
Non-Disc.$2.7M
Employees5
Clients0
DateOct 2022
Total AUM$11M
Discretionary$8.3M
Non-Disc.$2.7M
Employees5
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0