CRD: 284826
Williams Wealth Management, Inc.
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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-17-2016
- Office Locations
- 1
Office Locations
About Williams Wealth Management, Inc.
Williams Wealth Management is a fiduciary wealth manager providing integrated wealth management, personalized financial planning, and investment portfolio management with a managed-risk approach tied to each client’s risk tolerance. The firm works with families, business owners, and nonprofit organizations, including retirement plan design and enrollment for 401(k), profit sharing, and cash balance plans. Notable for its “360-degree WealthPlan” and portfolio “Risk Number” analysis; custody includes Merrill Lynch.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LUCIEN ZADOC WILLIAMS
President
- CRD
- #6054390
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,896,402 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,896,402 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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