WATTS GWILLIAM & COMPANY, LLC
CRD #131458 SEC #801-63078 GILBERT, AZ 480-889-8998
SEC Registered Private Funds
Total AUM
$818.9M
Discretionary
$812.8M
Employees
9
Clients
51
Accounts
1,152
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $818.9M | $812.8M | $6.1M | 9 | 0 |
| Jul 2025 | $818.9M | $812.8M | $6.1M | 9 | 0 |
| Apr 2025 | $818.9M | $812.8M | $6.1M | 9 | 0 |
| Feb 2025 | $818.9M | $6.1M | $812.8M | 9 | 0 |
| Feb 2025 | $604.6M | $590.3M | $14.3M | 10 | 0 |
| Jan 2025 | $604.6M | $590.3M | $14.3M | 10 | 0 |
| Dec 2024 | $604.6M | $590.3M | $14.3M | 10 | 0 |
| Oct 2024 | $604.6M | $590.3M | $14.3M | 10 | 0 |
| Sep 2024 | $604.6M | $590.3M | $14.3M | 10 | 0 |
| Sep 2024 | $604.6M | $590.3M | $14.3M | 10 | 0 |
| Aug 2024 | $604.6M | $590.3M | $14.3M | 10 | 0 |
| Aug 2024 | $604.6M | $590.3M | $14.3M | 10 | 0 |
| Jul 2024 | $604.6M | $590.3M | $14.3M | 10 | 0 |
| May 2024 | $604.6M | $590.3M | $14.3M | 10 | 0 |
| Mar 2024 | $586.6M | $572.3M | $14.3M | 10 | 0 |
| Mar 2024 | $432.9M | $411.9M | $21M | 9 | 0 |
| Sep 2023 | $432.9M | $411.9M | $21M | 9 | 0 |
| Aug 2023 | $432.9M | $411.9M | $21M | 9 | 0 |
| Apr 2023 | $432.9M | $411.9M | $21M | 9 | 0 |
| Mar 2023 | $432.9M | $411.9M | $21M | 9 | 0 |
| Feb 2023 | $438.6M | $429.1M | $9.5M | 9 | 0 |
| Dec 2022 | $438.6M | $429.1M | $9.5M | 9 | 0 |
| Jul 2022 | $438.6M | $429.1M | $9.5M | 9 | 0 |
| Apr 2022 | $438.6M | $429.1M | $9.5M | 9 | 0 |
| Mar 2022 | $438.6M | $429.1M | $9.5M | 9 | 0 |
| Feb 2022 | $329.4M | $329.4M | $0 | 8 | 0 |
| Aug 2021 | $329.4M | $329.4M | $0 | 8 | 0 |
| Apr 2021 | $329.4M | $329.4M | $0 | 8 | 0 |
| Jan 2021 | $329.4M | $329.4M | $0 | 8 | 0 |
| Jul 2020 | $267.5M | $267.5M | $0 | 8 | 0 |
| Mar 2020 | $267.5M | $267.5M | $0 | 8 | 0 |
| Mar 2019 | $255.8M | $245.8M | $10M | 7 | 0 |
| Nov 2018 | $270.5M | $252.6M | $17.9M | 7 | 0 |
| Sep 2018 | $270.5M | $252.6M | $17.9M | 7 | 0 |
| Sep 2018 | $270.5M | $252.6M | $17.9M | 7 | 0 |
| Mar 2018 | $270.5M | $252.6M | $17.9M | 7 | 0 |
| Nov 2017 | $268.7M | $243.7M | $25M | 7 | 0 |
| Oct 2017 | $268.7M | $243.7M | $25M | 7 | 0 |
| Jul 2017 | $248.7M | $223.7M | $25M | 7 | 400 |
| Apr 2017 | $248.7M | $223.7M | $25M | 7 | 400 |
| Mar 2017 | $248.7M | $223.7M | $25M | 7 | 400 |
| May 2016 | $219.3M | $188.4M | $30.9M | 7 | 400 |
| Mar 2016 | $219.3M | $188.4M | $30.9M | 7 | 400 |
| Sep 2015 | $235.2M | $193.5M | $41.7M | 7 | 295 |
| Apr 2015 | $235.2M | $193.5M | $41.7M | 7 | 295 |
| Mar 2015 | $235.2M | $193.5M | $41.7M | 7 | 295 |
| Mar 2014 | $206M | $164M | $42M | 6 | 280 |
| Aug 2013 | $162.5M | $162.5M | $0 | 6 | 140 |
| Mar 2013 | $162.5M | $162.5M | $0 | 6 | 140 |
| Aug 2012 | $163.6M | $157.9M | $5.7M | 6 | 140 |
| Aug 2012 | $163.6M | $157.9M | $5.7M | 6 | 140 |
| Mar 2012 | $163.6M | $157.9M | $5.7M | 6 | 140 |
| Dec 2011 | $151M | $143.2M | $7.8M | 6 | 101 |
| Mar 2010 | $115M | $110M | $5M | 10 | -- |
| Jan 2008 | $106.1M | $68.7M | $37.4M | 5 | -- |
| Sep 2007 | $106.5M | $84.5M | $22M | 5 | -- |
| Jan 2007 | $91.7M | $73.4M | $18.3M | 5 | -- |
| Dec 2006 | $87.4M | $51.3M | $36.1M | 5 | -- |
| Jan 2006 | $87.4M | $51.3M | $36.1M | 5 | -- |
| Sep 2005 | $86M | $53.3M | $32.7M | 5 | -- |
| Jun 2005 | $71.9M | $29.3M | $42.6M | 5 | -- |
| Aug 2004 | $71.9M | $29.3M | $42.6M | 5 | -- |
| Jun 2004 | $0 | $0 | $0 | 5 | -- |
| Apr 2004 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$818.9M
Discretionary$812.8M
Non-Disc.$6.1M
Employees9
Clients0
DateJul 2025
Total AUM$818.9M
Discretionary$812.8M
Non-Disc.$6.1M
Employees9
Clients0
DateApr 2025
Total AUM$818.9M
Discretionary$812.8M
Non-Disc.$6.1M
Employees9
Clients0
DateFeb 2025
Total AUM$818.9M
Discretionary$6.1M
Non-Disc.$812.8M
Employees9
Clients0
DateFeb 2025
Total AUM$604.6M
Discretionary$590.3M
Non-Disc.$14.3M
Employees10
Clients0
DateJan 2025
Total AUM$604.6M
Discretionary$590.3M
Non-Disc.$14.3M
Employees10
Clients0
DateDec 2024
Total AUM$604.6M
Discretionary$590.3M
Non-Disc.$14.3M
Employees10
Clients0
DateOct 2024
Total AUM$604.6M
Discretionary$590.3M
Non-Disc.$14.3M
Employees10
Clients0
DateSep 2024
Total AUM$604.6M
Discretionary$590.3M
Non-Disc.$14.3M
Employees10
Clients0
DateSep 2024
Total AUM$604.6M
Discretionary$590.3M
Non-Disc.$14.3M
Employees10
Clients0
DateAug 2024
Total AUM$604.6M
Discretionary$590.3M
Non-Disc.$14.3M
Employees10
Clients0
DateAug 2024
Total AUM$604.6M
Discretionary$590.3M
Non-Disc.$14.3M
Employees10
Clients0
DateJul 2024
Total AUM$604.6M
Discretionary$590.3M
Non-Disc.$14.3M
Employees10
Clients0
DateMay 2024
Total AUM$604.6M
Discretionary$590.3M
Non-Disc.$14.3M
Employees10
Clients0
DateMar 2024
Total AUM$586.6M
Discretionary$572.3M
Non-Disc.$14.3M
Employees10
Clients0
DateMar 2024
Total AUM$432.9M
Discretionary$411.9M
Non-Disc.$21M
Employees9
Clients0
DateSep 2023
Total AUM$432.9M
Discretionary$411.9M
Non-Disc.$21M
Employees9
Clients0
DateAug 2023
Total AUM$432.9M
Discretionary$411.9M
Non-Disc.$21M
Employees9
Clients0
DateApr 2023
Total AUM$432.9M
Discretionary$411.9M
Non-Disc.$21M
Employees9
Clients0
DateMar 2023
Total AUM$432.9M
Discretionary$411.9M
Non-Disc.$21M
Employees9
Clients0
DateFeb 2023
Total AUM$438.6M
Discretionary$429.1M
Non-Disc.$9.5M
Employees9
Clients0
DateDec 2022
Total AUM$438.6M
Discretionary$429.1M
Non-Disc.$9.5M
Employees9
Clients0
DateJul 2022
Total AUM$438.6M
Discretionary$429.1M
Non-Disc.$9.5M
Employees9
Clients0
DateApr 2022
Total AUM$438.6M
Discretionary$429.1M
Non-Disc.$9.5M
Employees9
Clients0
DateMar 2022
Total AUM$438.6M
Discretionary$429.1M
Non-Disc.$9.5M
Employees9
Clients0
DateFeb 2022
Total AUM$329.4M
Discretionary$329.4M
Non-Disc.$0
Employees8
Clients0
DateAug 2021
Total AUM$329.4M
Discretionary$329.4M
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$329.4M
Discretionary$329.4M
Non-Disc.$0
Employees8
Clients0
DateJan 2021
Total AUM$329.4M
Discretionary$329.4M
Non-Disc.$0
Employees8
Clients0
DateJul 2020
Total AUM$267.5M
Discretionary$267.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$267.5M
Discretionary$267.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$255.8M
Discretionary$245.8M
Non-Disc.$10M
Employees7
Clients0
DateNov 2018
Total AUM$270.5M
Discretionary$252.6M
Non-Disc.$17.9M
Employees7
Clients0
DateSep 2018
Total AUM$270.5M
Discretionary$252.6M
Non-Disc.$17.9M
Employees7
Clients0
DateSep 2018
Total AUM$270.5M
Discretionary$252.6M
Non-Disc.$17.9M
Employees7
Clients0
DateMar 2018
Total AUM$270.5M
Discretionary$252.6M
Non-Disc.$17.9M
Employees7
Clients0
DateNov 2017
Total AUM$268.7M
Discretionary$243.7M
Non-Disc.$25M
Employees7
Clients0
DateOct 2017
Total AUM$268.7M
Discretionary$243.7M
Non-Disc.$25M
Employees7
Clients0
DateJul 2017
Total AUM$248.7M
Discretionary$223.7M
Non-Disc.$25M
Employees7
Clients400
DateApr 2017
Total AUM$248.7M
Discretionary$223.7M
Non-Disc.$25M
Employees7
Clients400
DateMar 2017
Total AUM$248.7M
Discretionary$223.7M
Non-Disc.$25M
Employees7
Clients400
DateMay 2016
Total AUM$219.3M
Discretionary$188.4M
Non-Disc.$30.9M
Employees7
Clients400
DateMar 2016
Total AUM$219.3M
Discretionary$188.4M
Non-Disc.$30.9M
Employees7
Clients400
DateSep 2015
Total AUM$235.2M
Discretionary$193.5M
Non-Disc.$41.7M
Employees7
Clients295
DateApr 2015
Total AUM$235.2M
Discretionary$193.5M
Non-Disc.$41.7M
Employees7
Clients295
DateMar 2015
Total AUM$235.2M
Discretionary$193.5M
Non-Disc.$41.7M
Employees7
Clients295
DateMar 2014
Total AUM$206M
Discretionary$164M
Non-Disc.$42M
Employees6
Clients280
DateAug 2013
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees6
Clients140
DateMar 2013
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees6
Clients140
DateAug 2012
Total AUM$163.6M
Discretionary$157.9M
Non-Disc.$5.7M
Employees6
Clients140
DateAug 2012
Total AUM$163.6M
Discretionary$157.9M
Non-Disc.$5.7M
Employees6
Clients140
DateMar 2012
Total AUM$163.6M
Discretionary$157.9M
Non-Disc.$5.7M
Employees6
Clients140
DateDec 2011
Total AUM$151M
Discretionary$143.2M
Non-Disc.$7.8M
Employees6
Clients101
DateMar 2010
Total AUM$115M
Discretionary$110M
Non-Disc.$5M
Employees10
Clients--
DateJan 2008
Total AUM$106.1M
Discretionary$68.7M
Non-Disc.$37.4M
Employees5
Clients--
DateSep 2007
Total AUM$106.5M
Discretionary$84.5M
Non-Disc.$22M
Employees5
Clients--
DateJan 2007
Total AUM$91.7M
Discretionary$73.4M
Non-Disc.$18.3M
Employees5
Clients--
DateDec 2006
Total AUM$87.4M
Discretionary$51.3M
Non-Disc.$36.1M
Employees5
Clients--
DateJan 2006
Total AUM$87.4M
Discretionary$51.3M
Non-Disc.$36.1M
Employees5
Clients--
DateSep 2005
Total AUM$86M
Discretionary$53.3M
Non-Disc.$32.7M
Employees5
Clients--
DateJun 2005
Total AUM$71.9M
Discretionary$29.3M
Non-Disc.$42.6M
Employees5
Clients--
DateAug 2004
Total AUM$71.9M
Discretionary$29.3M
Non-Disc.$42.6M
Employees5
Clients--
DateJun 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--