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TESSARA WEALTH

BURLINGAME, CA · CRD 283295 · IAPD ↗ · 650-636-7526

$162.4MRegulatory AUM
4Advisory reps
6Employees
16Clients
101-250Planning clients
0Private funds
7States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — TESSARA WEALTH notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2026 — BALLAST POINT FINANCIAL PLANNING, LLC is now doing business as TESSARA WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
May 2025 — BALLAST POINT FINANCIAL PLANNING, LLC (BURLINGAME, CA) is newly SEC-registered with $130.3M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.