| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Vista Capital Fund Iv: Ak Courtyard, LLC | Real Estate | $4.3M | $50K |
| Zona Uc, LLC | Private Equity | $3.2M | $50K |
| Vista Capital Fund III, LLC | Real Estate | $850K | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Bradford Gwilliam Control | Member | 25-50% | 2004 |
| David Bruce Watts Control | Member | 25-50% | 2004 |
| Jeffrey Stephen Watts Control | Member, Chief Compliance Officer | 25-50% | 2004 |
Watts Gwilliam & Company, LLC reports $818.9 million in regulatory assets under management on its Form ADV.
Watts Gwilliam & Company, LLC manages 3 private funds with combined gross assets of $8.3 million.
Watts Gwilliam & Company, LLC reports 9 employees.
Watts Gwilliam & Company, LLC is based in Gilbert, AZ and has been SEC-registered since 2004.
Watts Gwilliam & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2730 S. Val Vista Dr., Suite 124, Gilbert, AZ 85295 |
| Phone | 480-889-8998 |
| Fax | 480-889-8999 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $812.8M |
| Non-discretionary | $6.1M |
| Total (RAUM) | $818.9M |