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Ballast Rock Private Wealth LLC

● SEC registered since 2024CRD 322064SEC# 801-129645Charleston, SC
Export (members)
Reg. AUM
$238.2M
Employees
10
Accounts
528
Location
Charleston, SC

Ballast Rock Private Wealth LLC assets under management

Ballast Rock Private Wealth LLC is an SEC-registered investment adviser based in Charleston, SC. The firm has been registered since 2024. It reports $238.2 million in regulatory assets under management and employs 10 people.
www.ballastrockpw.comView on SEC.gov ↗

Ballast Rock Private Wealth LLC owners & executives

7 reported
NameTitleOwnershipSince
Andrew James Mescon ControlCeoUnder 5%2022
Ballast Rock Holdings LLC ControlBusinessOver 75%2022
Christian Dan SalomoneCioUnder 5%2023
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Frequently asked questions

How much does Ballast Rock Private Wealth LLC manage?

Ballast Rock Private Wealth LLC reports $238.2 million in regulatory assets under management on its Form ADV.

How many employees does Ballast Rock Private Wealth LLC have?

Ballast Rock Private Wealth LLC reports 10 employees.

Where is Ballast Rock Private Wealth LLC located?

Ballast Rock Private Wealth LLC is based in Charleston, SC and has been SEC-registered since 2024.

Does Ballast Rock Private Wealth LLC disclose fund performance?

Ballast Rock Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address460 King Street, Suite 200, Charleston, SC 29403
Phone(800) 204-2513
FaxN/A
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$202.2M
Non-discretionary$36M
Total (RAUM)$238.2M