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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-23-2004
- Office Locations
- 1
Office Locations
About Watts Gwilliam & Company, LLC
Watts Gwilliam & Company is a fiduciary wealth manager providing highly customized investment management and financial planning. The team emphasizes innovative income strategies, including covered call option overlays, plus solutions for concentrated stock positions and access to alternative investments and other sophisticated, non-retail approaches aimed at smoothing returns. Positions itself as an “anti-broker” experience—no commissions, advice aligned to client outcomes.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL BRADFORD GWILLIAM JR
Wealth Management Advisor
- CRD
- #2916314
- Ownership
- 25% but less than 50%
DAVID BRUCE WATTS
Founder
- CRD
- #3095023
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Benjamin Cooper
Partner
- CRD
- #7845127
JEFFREY ALLEN FRYER
Trader
- CRD
- #2444169
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,031,493,625 | $856,011 |
| Non-Discretionary | $406,375 | $135,458 |
| Total | $1,031,900,000 | $854,222 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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