W
CRD: 175485
Williams 360 Financial Advisory, LLC
$40.3M Total AUM
$40.3M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
10 yrs Firm Age
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- Custodian
- Altruist · Interactive Brokers · SSG
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-28-2015
- Office Locations
- 2
Office Locations
-- Bellevue WA
-- Redmond WA
About Williams 360 Financial Advisory, LLC
Williams 360 Financial Advisory is a Bellevue, WA fee-only RIA founded in 2015 by Jason Williams, CFP. The firm provides comprehensive financial planning and investment management, with optional implementation support and ongoing reviews. Portfolios emphasize low-cost, passive strategies, primarily using ETFs. Transparent client-paid pricing with no commissions, soft dollars, or referral fees.
Team overview
-- AVG AGE
$40.3M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JASON LEE WILLIAMS
Chief Compliance Officer, Owner, Partner
- CRD
- #6544349
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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L
Lydja Kay Williams
--
- CRD
- #7953838
Available
Available
Available
Showing 1 of 2 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,281,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,281,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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