BALL WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- ,
- CRD number
- 133583
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI38.38%
- Individuals32.69%
- Pension & Profit Sharing Plans28.94%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ball Wealth Management LLC is an independent registered investment advisor that focuses on providing portfolio management services for both individuals and institutions. The firm operates as a limited liability company and is owned by an individual. It caters to a diverse client base that includes both individual families and institutional investors. The firm charges fees based on a percentage of assets under management and does not engage in capital allocation or pension consulting. While it does not actively pursue ESG investments, it has established a reputation for its commitment to personalized portfolio management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1JULIAN BALL
PrincipalCRD 2456241
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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