CRD: 133335
Williams Wealth Management, Inc.
$80.9M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-28-2002
- Office Locations
- 1
Office Locations
1000 Wilshire Blvd Suite 1650 LOS Angeles CA
About Williams Wealth Management, Inc.
Williams Wealth Management is a Los Angeles-based team of CPAs and wealth advisors providing integrated accounting, tax and business advisory services alongside tax-optimized wealth and investment management. The firm supports planning and portfolio implementation, including ETF and mutual fund use, with a client mix that includes business owners and entrepreneurs, and custody through Charles Schwab.
Team overview
55 AVG AGE
$80.9M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
19.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID GEORGE WILLIAMS
Managing Director
- CRD
- #4089527
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,964,933 | -- |
| Non-Discretionary | $71,916,918 | -- |
| Total | $80,881,851 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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