# BALL & COMPANY WEALTH MANAGEMENT, INC.

BALL & COMPANY WEALTH MANAGEMENT, INC. of THOUSAND OAKS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 133950
- Type: SEC-registered investment adviser
- SEC file number: 801-78146
- Location: 1000 NEWBURY ROAD, SUITE 205, THOUSAND OAKS, CA, 91320
- Phone: 805-376-2779
- Latest filing: 2026-02-04
- Regulatory AUM: $203.1M
- Discretionary AUM: $203.1M
- Clients: 4
- Accounts: 450

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Jason Lindsay Ball | CHIEF COMPLIANCE OFFICER; PRESIDENT/CEO | — |
| BALL JASON LINDSAY | CHIEF COMPLIANCE OFFICER; PRESIDENT/CEO | — |
| REED DEBORAH FASSLER | CHIEF COMPLIANCE OFFICER/SECRETARY/CFO; SECRETARY/CFO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133950/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133950/similar
- Related entities: https://search.stillhousedata.com/firm/133950/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133950

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.