# Ball Wealth Management LLC

> Ball Wealth Management LLC is a state-registered investment advisory firm, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 10, 2024.

- CRD: 133583
- Filed as: BALL WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: July 10, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133583
- AdvisorCensus page: https://advisorcensus.com/firm/ball-wealth-management-llc-133583

## Quick answers

**How is Ball Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ball Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Ball Wealth Management LLC registered with the SEC or a state?**
Ball Wealth Management LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133583.

**How much does Ball Wealth Management LLC manage?**
Ball Wealth Management LLC reports $9,720,364 in regulatory assets under management in its Form ADV filing dated July 10, 2024 (100% discretionary).

**What types of clients does Ball Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (3); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Ball Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133583

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $9,720,364
- Discretionary: $9,720,364
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $3,177,266 |
| High net worth individuals | 3 | $3,730,251 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,812,847 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ballwealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ball Wealth Management LLC (CRD 133583): Form ADV filing data as of October 2026.