RIA Intel›Advisers›Maryland›BALL WEALTH MANAGEMENT LLC

BALL WEALTH MANAGEMENT LLC

Advisory

Data as of Jul 10, 2024 · Source: SEC Form ADV

Average account

$1M

across 9 accounts

AUM per adviser

$10M

1 adviser

Source: SEC Form ADV. Figures as filed Jul 10, 2024.

Total AUM

$10M

Discretionary %

100%

Clients

9

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

TOTAL RETURN LLC

LINTHICUM HEIGHTS, MD

$10M

BINIAK, RICHARD LAWRENCE JR

$10M

WILLIAMS FINANCIAL SERVICES, LLC

$10M

EMERSON JAMES ADVISORS LLC

$10M

HAYS, STEVEN, K

ANNAPOLIS, MD

$10M

ALTON POINT ADVISORS, LLC

$9M

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