Skip to main content

WILLIAMS JONES WEALTH MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$12,474,548,126
Discretionary
$12,419,932,178
Non-discretionary
$54,615,948

Firm details

CRD number
301925
SEC file number
801-116946
Main office
NEW YORK, NY, United States
Employees
52
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.