WILLIAMS JONES WEALTH MANAGEMENT, LLC
CRD #301925 SEC #801-116946 NEW YORK, NY 212-935-8750
SEC Registered Private Funds
Total AUM
$11.6B
Discretionary
$11.6B
Employees
50
Clients
251
Accounts
4,609
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $11.6B | $11.6B | $52.4M | 50 | 0 |
| Mar 2025 | $11.6B | $11.6B | $52.4M | 50 | 0 |
| Mar 2024 | $10.6B | $10.5B | $77.2M | 45 | 0 |
| Mar 2024 | $10.6B | $10.5B | $77.2M | 45 | 0 |
| Dec 2023 | $9.3B | $9.2B | $83.6M | 43 | 0 |
| Sep 2023 | $9.3B | $9.2B | $83.6M | 43 | 0 |
| Sep 2023 | $9.3B | $9.2B | $83.6M | 43 | 0 |
| Jul 2023 | $9.3B | $9.2B | $83.6M | 43 | 0 |
| Mar 2023 | $9.3B | $9.2B | $83.6M | 43 | 0 |
| Oct 2022 | $11B | $10.8B | $133M | 37 | 0 |
| Jul 2022 | $11B | $10.8B | $133M | 37 | 0 |
| Mar 2022 | $11B | $10.8B | $133M | 37 | 0 |
| Jun 2021 | $9.3B | $9.3B | $82M | 42 | 0 |
| Mar 2021 | $9.3B | $9.3B | $82M | 42 | 0 |
| Nov 2020 | $8.2B | $8.1B | $49.6M | 40 | 0 |
| May 2020 | $8.2B | $8.1B | $49.6M | 40 | 0 |
| May 2020 | $8.2B | $8.1B | $49.6M | 40 | 0 |
| Mar 2020 | $8.2B | $8.1B | $49.6M | 40 | 0 |
| Aug 2019 | $7.7B | $7.7B | $49.5M | 41 | 0 |
| Jun 2019 | $0 | $0 | $0 | 38 | 0 |
DateApr 2025
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$52.4M
Employees50
Clients0
DateMar 2025
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$52.4M
Employees50
Clients0
DateMar 2024
Total AUM$10.6B
Discretionary$10.5B
Non-Disc.$77.2M
Employees45
Clients0
DateMar 2024
Total AUM$10.6B
Discretionary$10.5B
Non-Disc.$77.2M
Employees45
Clients0
DateDec 2023
Total AUM$9.3B
Discretionary$9.2B
Non-Disc.$83.6M
Employees43
Clients0
DateSep 2023
Total AUM$9.3B
Discretionary$9.2B
Non-Disc.$83.6M
Employees43
Clients0
DateSep 2023
Total AUM$9.3B
Discretionary$9.2B
Non-Disc.$83.6M
Employees43
Clients0
DateJul 2023
Total AUM$9.3B
Discretionary$9.2B
Non-Disc.$83.6M
Employees43
Clients0
DateMar 2023
Total AUM$9.3B
Discretionary$9.2B
Non-Disc.$83.6M
Employees43
Clients0
DateOct 2022
Total AUM$11B
Discretionary$10.8B
Non-Disc.$133M
Employees37
Clients0
DateJul 2022
Total AUM$11B
Discretionary$10.8B
Non-Disc.$133M
Employees37
Clients0
DateMar 2022
Total AUM$11B
Discretionary$10.8B
Non-Disc.$133M
Employees37
Clients0
DateJun 2021
Total AUM$9.3B
Discretionary$9.3B
Non-Disc.$82M
Employees42
Clients0
DateMar 2021
Total AUM$9.3B
Discretionary$9.3B
Non-Disc.$82M
Employees42
Clients0
DateNov 2020
Total AUM$8.2B
Discretionary$8.1B
Non-Disc.$49.6M
Employees40
Clients0
DateMay 2020
Total AUM$8.2B
Discretionary$8.1B
Non-Disc.$49.6M
Employees40
Clients0
DateMay 2020
Total AUM$8.2B
Discretionary$8.1B
Non-Disc.$49.6M
Employees40
Clients0
DateMar 2020
Total AUM$8.2B
Discretionary$8.1B
Non-Disc.$49.6M
Employees40
Clients0
DateAug 2019
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$49.5M
Employees41
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees38
Clients0