Williams Wealth Management, Inc.

Williams Wealth Management, Inc. (CRD# 133335) is a financial advisory firm headquartered in Los Angeles, CA. They manage $62,200,000 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1000 Wilshire Blvd, Suite 1650, Los Angeles, CA 90017
https://www.williamsfs.com
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $2,392,308
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Williams Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David Williams, financial advisor Los Angeles CA
David G. Williams
CRD#: 4089527
1000 Wilshire Blvd, Suite 1650, Los Angeles, CA 90017

David Williams (CRD# 4089527) is an Investment Advisor Representative working at Williams Wealth Management, Inc. in Los Angeles, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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