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WILLIAMS WEALTH MANAGEMENT GROUP, INC.
CRD 147341 · SEC 801-130487
2328 MANATEE AVENUE WEST, BRADENTON, FL, 34205, United States
Phone
941-756-4500
Fax
941-756-4544
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$161.0M
Discretionary AUM
$161.0M
Team
1 total employees; 1 advisory reps; 23 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 413 | $67.0M |
| High net worth individuals | 60 | $92.6M |
| Charitable organizations | 2 | $1.5M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD