Overview
Assets Under Management: $161 million
Headquarters: BRADENTON, FL
High-Net-Worth Clients: 60
Average Client Assets: $1.5 million
Frequently Asked Questions
WILLIAMS WEALTH MANAGEMENT GROUP, INC. 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 #147341), WILLIAMS WEALTH MANAGEMENT GROUP, INC. is subject to fiduciary duty under federal law.
WILLIAMS WEALTH MANAGEMENT GROUP, INC. is headquartered in BRADENTON, FL.
WILLIAMS WEALTH MANAGEMENT GROUP, INC. serves 60 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, WILLIAMS WEALTH MANAGEMENT GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WILLIAMS WEALTH MANAGEMENT GROUP, INC. manages $161 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, WILLIAMS WEALTH MANAGEMENT GROUP, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.47%
Average Client Assets: $1.5 million
Total Client Accounts: 842
Discretionary Accounts: 842
Regulatory Filings
CRD Number: 147341
Filing ID: 2075937
Last Filing Date: 2026-03-18 11:25:20