WILLIAMS WEALTH MANAGEMENT GROUP, INC.
  • WILLIAMS WEALTH MANAGEMENT GROUP, INC.

Adviser Profile

As of Date 03/18/2026
Registration SEC, Approved, 06/14/2024
Other registrations (3)
Former registrations

WILLIAMS WEALTH MANAGEMENT GROUP, INC.

ADV Location BRADENTON, FL, United States
Contact Info 941 xxxxxxx
Websites
AUM* 161,048,000 9%
of that, discretionary 161,048,000 9%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 191,268 -29%
% High Net Worth 12.63% -14%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

161M 138M 115M 92M 69M 46M 23M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees