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ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
CRD 312253 · SEC 801-120352
2989 SHELBURNE ROAD, SHELBURNE, VT, 05482, United States
Phone
802-985-8808
Fax
802-985-8850
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$294.9M
Discretionary AUM
$294.9M
Team
3 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 283 | $148.9M |
| High net worth individuals | 66 | $146.0M |
| Pension/profit sharing plans | 7 | $0 |
States served
VT, CA, MA, NY, NC, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD