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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-16-1999
- Office Locations
- 2
Office Locations
About Michael L. Ball, CPA, LLC
Ball Wealth Management (Michael L. Ball, CPA, LLC) is a fee-only RIA founded in 1999 serving individuals and businesses with comprehensive financial planning, investment consulting, and tax planning, including retirement and estate planning. Portfolios follow a disciplined asset-allocation approach using Modern Portfolio Theory and institutional asset class funds, with ongoing monitoring and reporting. The firm is independent, takes no commissions, and custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL LESTER BALL
Investment Advisor Representative, Owner
- CRD
- #4653332
- Ownership
- 50% but less than 75%
AMY ELIZABETH AMOROSSO
Managing Partner, Partner
- CRD
- #5405239
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,259,596 | -- |
| Non-Discretionary | $0 | -- |
| Total | $86,259,596 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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