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| Happy Holidays!! thanks for using AUM13F!! |
| Williams Wealth Management Group Inc
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| CRD # | 147341 |
| SEC # | 801-130487 |
| CIK # | |
| AUM | $140.6 M (2025-02-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 941-756-4500 |
| Address | 2328 Manatee Avenue West Bradenton, FL 34205 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 389 | 56.8 |
| (b) Individuals (high net worth individuals) | 55 | 82.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 884 | 140.6 |
| By Discretionary | ||
| Discretionary | 884 | 140.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 884 | 140.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.6 | |
| Total | 884 | 140.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Parvin Asset Management LLC
✚
|
SD | 0.1 |
|
Babb Wealth Advisors LLC
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|
AZ | 0.1 |
|
Parable LLC
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FL | 0.1 |
|
Capital Financial LLC
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|
MD | 0.1 |
|
Luminist Capital LLC
✚
|
0.1 | |
|
Nardis Advisors LLC
✚
|
NY | 0.1 |
|
Good Steward Wealth Advisers LLC
✚
|
TN | 0.1 |
|
Integrated Wealth Strategies LLC
✚
|
TX | 0.1 |
|
Pruneyard Financial Group Inc
✚
|
CA | 0.1 |
|
First American Asset Advisory LLC
✚
|
NY | 0.1 |