Skip to main content

BALL & COMPANY WEALTH MANAGEMENT, INC.

Doing business as BALL & COMPANY. SEC Form ADV profile.

Total regulatory AUM
$203,064,245
Discretionary
$203,064,245
Non-discretionary
$0

Firm details

CRD number
133950
SEC file number
801-78146
Employees
4
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.