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| Antoine Williams & Associates Wealth Management LLC
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|---|---|
| CRD # | 312253 |
| SEC # | 801-120352 |
| CIK # | |
| AUM | $173.1 MM (2023-03-29) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 802-985-8808 |
| Address | 2989 Shelburne Road Shelburne, VT 05482 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 253 | 76.3 |
| (b) Individuals (high net worth individuals) | 53 | 96.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 818 | 173.1 |
| By Discretionary | ||
| Discretionary | 818 | 173.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 818 | 173.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.1 | |
| Total | 818 | 173.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
4wealth Advisors Inc
✚
|
IL | 0.2 |
|
Aria Wealth Management Inc
✚
|
CA | 0.2 |
|
Blodgett Wealth Advisors LLC
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|
CA | 0.2 |
|
Spectrum Capital Investment Group Inc
✚
|
CA | 0.2 |
|
Sorrento Pacific Financial LLC
✚
|
CA | 0.2 |
|
Proathlete Wealth Management LLC
✚
|
FL | 0.2 |
|
Chronos Wealth Management LLC
✚
|
FL | 0.2 |
|
Melone Private Wealth LLC
✚
|
MI | 0.2 |
|
The Wealth Coach LLC
✚
|
TX | 0.2 |
|
Albanyadvisor Group LLC
✚
|
NY | 0.2 |