WILLIAMS WEALTH MANAGEMENT GROUP, INC.
CRD #147341 SEC #801-130487 BRADENTON, FL 941-756-4500
SEC Registered
Total AUM
$140.6M
Discretionary
$140.6M
Employees
1
Clients
11
Accounts
884
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $140.6M | $140.6M | $0 | 1 | 26 |
| Feb 2025 | $140.6M | $140.6M | $0 | 1 | 26 |
| Dec 2024 | $148M | $148M | $0 | 1 | 0 |
| Oct 2024 | $148M | $148M | $0 | 4 | 0 |
| Jul 2024 | $148M | $148M | $0 | 4 | 0 |
| May 2024 | $148M | $148M | $0 | 4 | 0 |
DateSep 2025
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees1
Clients26
DateFeb 2025
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees1
Clients26
DateDec 2024
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees1
Clients0
DateOct 2024
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees4
Clients0