|
⚲
|
| Keyboard |
| Williams Garth Alan
✚
|
|
|---|---|
| CRD # | 142563 |
| SEC # | 801-132222 |
| CIK # | |
| AUM | 161.8 M (2026-03-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 650-917-3400 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 7.6 |
| (b) Individuals (high net worth individuals) | 52 | 139.6 |
| (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 | 3.0 |
| (h) Charitable organizations | 0 | 1.8 |
| (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 | 12 | 9.8 |
| (n) Other | 0 | 0.0 |
| Total | 309 | 161.8 |
| By Discretionary | ||
| Discretionary | 307 | 161.0 |
| Non-Discretionary | 2 | 0.8 |
| Total | 309 | 161.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.8 | |
| Total | 309 | 161.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wolfstich Capital LLC
✚
|
MA | 162.1 M |
|
Shepherd Wealth Management Limited Liability Company
✚
|
OH | 162.1 M |
|
Banyan Global Investment Advisors LLC
✚
|
FL | 162.1 M |
|
Ironoak Wealth LLC
✚
|
TX | 162.0 M |
|
Confidential Management Advisors Inc
✚
|
MI | 161.9 M |
|
FLFS Advisory LLC
✚
|
NY | 161.5 M |
|
BLOM & Howell Financial Planning Inc
✚
|
CA | 161.5 M |
|
PIAR LLC
✚
|
161.5 M | |
|
Farnam Financial LLC
✚
|
AZ | 161.4 M |
|
Laguna Wealth Advisors LLC
✚
|
161.2 M |