CRD: 132053
J. Williams Wealth Management, LLC
East Dennis, MA
5083852176
$31.3M Total AUM
$9.1M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-03-2004
- Office Locations
- 1
Office Locations
-- East Dennis MA
About J. Williams Wealth Management, LLC
J. Williams Wealth Management, LLC is a East Dennis-based RIA. The firm has been operating for 21 years. Managing $31.3M in total assets under management, with 1 advisory representatives. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$31.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
21.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Glacier
Investment Themes
Peak Pioneer
Investment Vehicles
Fusion atlas
Services
Summit bridge
Owner & Executives
J
JOSEPH CLARKE WILLIAMS
--
- CRD
- #4814021
- Ownership
- 75% or more
(583) 355-5958
eagle.ember@eaglecapital.com
in linkedin.com/in/focus-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,086,626 | -- |
| Non-Discretionary | $22,247,686 | -- |
| Total | $31,334,312 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,334,312
Equity - Exchange:
32.9% Equity - OTC:
32.1% Cash:
35.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $651,678,561 | 32.9% |
| Equity - OTC | $635,832,274 | 32.1% |
| Cash | $693,275,065 | 35.0% |
| Total | $1,980,785,900 | 100.0% |