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TESSARA WEALTH
Legal name: BALLAST POINT FINANCIAL PLANNING, LLC
CRD 283295File 801-132445
APPROVED
Retail clients
Disclosure events
Filing as of May 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$162.4M
Bottom 25% of cohort (national)
Discretionary AUM
$45.1M
Non-discretionary $117.3M
Clients
143
456 accounts
Employees
6
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 22, 2025
- Principal office
- 340 LORTON AVE, STE 216, BURLINGAME, CA, 94010
- Phone
- 650-636-7526
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $162.4M
- Discretionary AUM
- $45.1M
- Non-discretionary AUM
- $117.3M
- Discretionary accounts
- 120
- Non-discretionary accounts
- 336
- Total accounts
- 456
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 57 | $134.7M |
| Individuals (other than high net worth individuals) | 86 | $27.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.