BALLAST ADVISORS, LLC
C32
CRD 285991·SEC 801-108984·WOODBURY, MN
AUM
$674.5M
$500M-$1B
Est. Revenue
$6.7M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $341.0M
'21 · $396.3M
'22 · $450.2M
'23 · $528.9M
'25 · $587.6M
'26 · $674.5M
'20'26
$341.0M → $674.5M▲ +98%
Client mix
| Individuals Other | 645 |
| Individuals High Net Worth | 169 |
| Corporations | 15 |
| Pension Profit Sharing Plans | 1 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 4 advisors
'26 · 6 advisors
'20'26
6 advisors → 6 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
683 BIELENBERG DRIVESUITE 208WOODBURY, MN 55125-1705
Business
683 BIELENBERG DRIVESUITE 208WOODBURY, MN 55125-1705
Edgar Recent Filings
13F-HR2026-05-13 · 0001803415-26-000002
13F-HR2026-02-03 · 0001398344-26-001934