CRD: 290697
Williamson Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-20-2017
- Office Locations
- 1
Office Locations
About Williamson Wealth Management
Williamson Wealth Management is an independent RIA in Canton, OH providing personal and business financial planning, investment management, and risk management/insurance guidance. The practice supports goal-based strategies including retirement, estate, and succession planning, and builds portfolios primarily using ETFs and mutual funds with an active-management tilt. Custody is with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEVEN TODD WILLIAMSON
Chief Executive Officer, Investment Advisor Representative, Owner
- CRD
- #5096209
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARGARET A FREASE
--
- CRD
- #5949558
DENVER FLOYD MCCALLISTER
--
- CRD
- #3190761
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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