CRD: 147341
Williams Wealth Management Group, Inc.
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- Custodian
- American Funds · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-18-2008
- Office Locations
- 1
Office Locations
About Williams Wealth Management Group, Inc.
Williams Wealth Management Group is a Bradenton, FL fiduciary RIA providing integrated wealth management, personal financial planning, and investment portfolio management anchored in a 360-degree “WealthPlan.” The firm serves families, business owners (including 401(k), profit sharing, cash balance, SIMPLE IRA, and solo 401(k) support), and nonprofits/foundations/endowments, using a managed-risk approach and portfolio risk analysis to align portfolios with client risk tolerance.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DEREK RYAN WILLIAMS
Chief Compliance Officer, President
- CRD
- #4202594
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,048,000 | $191,268 |
| Non-Discretionary | $0 | -- |
| Total | $161,048,000 | $191,268 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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