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WILLIAMS JONES WEALTH MANAGEMENT, LLC
CRD 301925 · SEC 801-116946
717 FIFTH AVENUE, 11TH FLOOR, NEW YORK, NY, 10022, United States
Phone
212-935-8750
Fax
212-656-1539
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.47B
Discretionary AUM
$12.42B
Team
52 total employees; 24 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 182 | $125.0M |
| High net worth individuals | 1335 | $10.95B |
| Pension/profit sharing plans | 26 | $114.1M |
| Charitable organizations | 127 | $271.4M |
| Corporations/business entities | 84 | $1.01B |
States served
VT, AL, AZ, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NV, NJ, NM, NY, NC, OH, OR, PA, PR, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD