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| Happy Holidays!! thanks for using AUM13F!! |
| Ball & Company Wealth Management Inc
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|---|---|
| CRD # | 133950 |
| SEC # | 801-78146 |
| CIK # | 0002057075 |
| AUM | $191.2 M (2025-02-04) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 805-376-2779 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| SPDR Gold Trust | 17.9 | ||
| Amgen Inc | 3.9 | ||
| iShares Bitcoin Trust | 1.0 | ||
| Gilead Sciences Inc | 0.8 | ||
| Apple Inc | 0.6 | ||
| AbbVie Inc | 0.4 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| Exxon Mobil Corp | 0.2 | ||
| Upjohn Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 43.3 |
| (b) Individuals (high net worth individuals) | 55 | 141.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 5.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 451 | 191.2 |
| By Discretionary | ||
| Discretionary | 451 | 191.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 451 | 191.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.2 | |
| Total | 451 | 191.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002057075] |
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|---|---|---|
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MN | 0.2 |
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Ward & Associates
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CA | 0.2 |
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Trend Trade Pro LLC
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ARK Wealth Management LLC
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TX | 0.2 |
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