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Ballast Point Financial Planning, LLC

● SEC registered since 2025CRD 283295SEC# 801-132445Burlingame, CA
Export (members)
Reg. AUM
$130.3M
Employees
4
Accounts
197
Location
Burlingame, CA

Ballast Point Financial Planning, LLC assets under management

Ballast Point Financial Planning, LLC is a registered investment adviser overseen by the SEC based in Burlingame, CA. The firm has been registered since 2025. It reports $130.3 million in regulatory assets under management and employs 4 people.
www.linkedin.com/in/shawntydlaskaView on SEC.gov ↗

Ballast Point Financial Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Shawn Tydlaska ControlCeo And CcoOver 75%2016

Frequently asked questions

How much does Ballast Point Financial Planning, LLC manage?

Ballast Point Financial Planning, LLC reports $130.3 million in regulatory assets under management on its Form ADV.

How many employees does Ballast Point Financial Planning, LLC have?

Ballast Point Financial Planning, LLC reports 4 employees.

Where is Ballast Point Financial Planning, LLC located?

Ballast Point Financial Planning, LLC is based in Burlingame, CA and has been SEC-registered since 2025.

Does Ballast Point Financial Planning, LLC disclose fund performance?

Ballast Point Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address340 Lorton Ave, Ste 216, Burlingame, CA 94010
Phone650-636-7526
Office hours8a.m.-5p.m. Pst
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$35.7M
Non-discretionary$94.6M
Total (RAUM)$130.3M