BALL WEALTH MANAGEMENT LLC

BALL WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 133583). Regulatory assets under management: $9.7M.

Registration

• CRD: 133583
• Type: Registered investment adviser
• Phone: 202-744-6596
• Latest filing: 2024-07-10
• Regulatory AUM: $9.7M
• Discretionary AUM: $9.7M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133583 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search