WATTS GWILLIAM & COMPANY, LLC

CRD 131458 · SEC 801-63078

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2730 S. VAL VISTA DR., SUITE 124, GILBERT, AZ, 85295, United States

Phone

480-889-8998

Fax

480-889-8999

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.03B

Discretionary AUM

$1.03B

Team

9 total employees; 6 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-11

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	45	$8.1M
High net worth individuals	458	$973.2M
Pooled investment vehicles	4	$19.5M
Pension/profit sharing plans	6	$29.9M
Charitable organizations	1	$1.2M

States served

AZ, CA, CO, GA, IL, MA, MI, MN, NV, NM, NY, NC, OR, PA, SC, UT, VA, WA, TX, FL

All web addresses on file

HTTP://WWW.WATTSGWILLIAM.COM
http://optic-am.com/
http://opticassetmanagement.com/
http://opticinvestments.com/
HTTP://WWW.WGWEALTHPATH.COM

Official SEC filing: View on IAPD