Advisor
Ballast Rock Private Wealth
Comprehensive and bespoke wealth management with curated access to private investments.
Ballast Rock Private Wealth · Irvine, California
Fee-only verified Fiduciary SEC-registered
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About
As fiduciaries, we help people manage wealth by building deep, long-term relationships, and guiding clients through all stages of their financial life
Who they serve
- Ultra high net worth
- High earners
- HENRY (high earner, not rich yet)
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
- Real estate investors
- Cross-border families
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Estate Planning
- Exit Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Tax Strategy
- Wealth Management
- Trust Services
- Risk Management
- Real Estate Advisory
- Portfolio Management
- Pension Planning
- Life Transition Planning
- Insurance/Risk Management
- Financial Advice & Coaching
Structured record
| Name | Ballast Rock Private Wealth |
|---|---|
| Firm | Ballast Rock Private Wealth |
| Location | Irvine, California |
| Fee model | Percentage of Assets (AUM) |
| AUM | $100M - $500M |
| Founded | 2022 |
| Firm size | 6 - 20 employees |
| Affiliation | Hybrid RIA/Broker-Dealer |
| Designations | Series 66 · Series 7 · Other |
| Investment approach | Blend of both · Active management · Passive management |
| Website | ballastrockpw.com |
| https://www.linkedin.com/in/troydavidson/ |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Real estate investors
- Crypto & digital assets
- Pension planning
- Sustainable & impact investing