# Ballard Wealth Management LLC

> Ballard Wealth Management LLC is a state-registered investment advisory firm in Clermont, FL, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 330614
- Filed as: BALLARD WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clermont, FL
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330614
- AdvisorCensus page: https://advisorcensus.com/firm/ballard-wealth-management-llc-clermont-fl-330614

## Quick answers

**How is Ballard Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ballard Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ballard Wealth Management LLC located?**
Ballard Wealth Management LLC's principal office is in Clermont, FL, according to its Form ADV.

**Is Ballard Wealth Management LLC registered with the SEC or a state?**
Ballard Wealth Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330614.

**How much does Ballard Wealth Management LLC manage?**
Ballard Wealth Management LLC reports $94,000,000 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**What types of clients does Ballard Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (301); high net worth individuals (14).

**Does Ballard Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330614

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $94,000,000
- Discretionary: $94,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 301 | $53,000,000 |
| High net worth individuals | 14 | $41,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ballard Wealth Management LLC (CRD 330614): Form ADV filing data as of October 2026.