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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILLIAMS, DEREK, RYAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DEREK, RYAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DEREK, RYAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DEREK, RYAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DEREK, RYAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DEREK, RYAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 16, 2025 REGISTERED
Notice Filings (1)
FL
Address
2328 MANATEE AVENUE WESTBRADENTON, FL 34205
United States
Phone: 941-756-4500