Michael Gary Ball

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1990 → 04/2019
  Weatherstone Capital Management
  Denver, CO
• 04/2019 → Present
  Transform Wealth
  Denver, CO
• 04/2025 → Present
  Kovitz Investment Group Partners, Llc
  Alpine, UT
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MA

Previous Registrations

• 2025-04-01 → 2026-03-20
  Northcoast Asset Management Llc
  Alpine, UT
• 2019-04-13 → 2025-04-03
  Transform Wealth, Llc
  Denver, CO
  Greenwood Village, CO
  Alpine, UT
• 2000-03-31 → 2019-04-11
  Weatherstone Capital Management
  Denver, CO
• 2001-11-30 → 2002-12-31
  Centaurus Financial, Inc.
  Denver, CO
  Alamosa, CO

Other Businesses

A-H PROPERTIES. OWNS RESIDENTIAL REAL ESTATE. APPROXIMATE TIME SPENT IS 2 HOURS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-08-11
• S63 Uniform Securities Agent State Law Examination
  1993-06-15

Designations

• Certified Financial Planner

Other Names

• Michael Ball