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Williams Wealth Management Group, Inc.

● SEC registered since 2024CRD 147341SEC# 801-130487Bradenton, FL
Export (members)
Reg. AUM
$140.6M
Employees
1
Accounts
884
Location
Bradenton, FL

Williams Wealth Management Group, Inc. assets under management

Williams Wealth Management Group, Inc. is an investment advisory firm registered with the SEC based in Bradenton, FL. The firm has been registered since 2024. It reports $140.6 million in regulatory assets under management and employs 1 people.
www.williamswealth360.comView on SEC.gov ↗

Williams Wealth Management Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Derek Ryan Williams ControlPresident & Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Williams Wealth Management Group, Inc. manage?

Williams Wealth Management Group, Inc. reports $140.6 million in regulatory assets under management on its Form ADV.

How many employees does Williams Wealth Management Group, Inc. have?

Williams Wealth Management Group, Inc. reports 1 employees.

Where is Williams Wealth Management Group, Inc. located?

Williams Wealth Management Group, Inc. is based in Bradenton, FL and has been SEC-registered since 2024.

Does Williams Wealth Management Group, Inc. disclose fund performance?

Williams Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2328 Manatee Avenue West, Bradenton, FL 34205
Phone941-756-4500
Fax941-756-4544
Office hours8:30 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$140.6M
Non-discretionary$0
Total (RAUM)$140.6M