Ballast Point Financial Planning, LLC
● SEC registered since 2025CRD 283295SEC# 801-132445Burlingame, CA
Reg. AUM
$162.4M
Employees
6
Accounts
456
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 $162.4 million in regulatory assets under management and employs 6 people.
Ballast Point Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shawn Tydlaska Control | Ceo And Cco | Over 75% | 2016 |
Frequently asked questions
How much does Ballast Point Financial Planning, LLC manage?
Ballast Point Financial Planning, LLC reports $162.4 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 6 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
| Address | 340 Lorton Ave, Ste 216, Burlingame, CA 94010 |
| Phone | 650-636-7526 |
| Office hours | 8a.m.-5p.m. Pst |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$162.4M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$162.4Mregulatory AUM
Discretionary $45.1MNon-discretionary $117.3M