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 16 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 8 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 18 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 2 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 19 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 12 years of experience in the finance industry.

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