Overview
Assets Under Management: $819 million
Headquarters: GILBERT, AZ
High-Net-Worth Clients: 407
Average Client Assets: $2 million
Frequently Asked Questions
WATTS GWILLIAM & COMPANY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131458), WATTS GWILLIAM & COMPANY, LLC is subject to fiduciary duty under federal law.
WATTS GWILLIAM & COMPANY, LLC is headquartered in GILBERT, AZ.
WATTS GWILLIAM & COMPANY, LLC serves 407 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, WATTS GWILLIAM & COMPANY, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WATTS GWILLIAM & COMPANY, LLC manages $819 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, WATTS GWILLIAM & COMPANY, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 407
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.74
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,152
Discretionary Accounts: 4
Non-Discretionary Accounts: 1,148
Regulatory Filings
CRD Number: 131458
Last Filing Date: 2025-02-18 00:00:00
Website: https://wattsgwilliam.com