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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-25-2005
- Office Locations
- 1
Office Locations
About Ball Wealth Management LLC
Ball Wealth Management is a fee-only RIA and fiduciary serving individuals and businesses with comprehensive financial planning plus investment, tax, retirement, and estate planning. Portfolios follow a disciplined asset-allocation process grounded in Modern Portfolio Theory and built with institutional asset-class funds (primarily ETFs), with ongoing monitoring and reporting. Independent and commission-free; custody includes Charles Schwab.
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Owner & Executives
JULIAN CHRISTOPHER BALL CFA
PORTFOLIO MANAGER, Vice President
- CRD
- #2456241
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,720,364 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,720,364 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,720,364
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,467,576,724 | 53.4% |
| Cash | $3,026,012,647 | 46.6% |
| Total | $6,493,589,371 | 100.0% |