Watts Gwilliam & Company, LLC

Watts Gwilliam & Company, LLC (CRD# 131458) is a financial advisory firm headquartered in Gilbert, AZ. They manage $219,340,000 in 748 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    219
    MILLION
  • Total Number of Accounts
    748
    ACCOUNTS
  • Average Account Value
    $293,235
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NM, TX, WA

Financial Advisors at Watts Gwilliam & Company, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jeffrey A. Fryer
CRD#: 2444169
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ 85295
93
Wealthminder
score

Jeffrey Fryer (CRD# 2444169) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has over 17 years of experience in the finance industry.

2
Jonathan M. Vest
CRD#: 5463656
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ 85295
93
Wealthminder
score

Jonathan Vest (CRD# 5463656) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has over 9 years of experience in the finance industry.

3
David B. Watts
CRD#: 3095023
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ 85296
93
Wealthminder
score

David Watts (CRD# 3095023) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has over 19 years of experience in the finance industry.

4
Daniel P. Forrest
CRD#: 6338673
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ 85295
88
Wealthminder
score

Daniel Forrest (CRD# 6338673) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has over 3 years of experience in the finance industry.

5
Daniel B. Gwilliam
CRD#: 2916314
2730 S. Val Vista Dr., Ste 124, Gilbert, AZ 85296
83
Wealthminder
score

Daniel Gwilliam (CRD# 2916314) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has over 20 years of experience in the finance industry.

6
Jeffrey S. Watts
CRD#: 3084412
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ 85296
83
Wealthminder
score

Jeffrey Watts (CRD# 3084412) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has over 13 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.