# J. Williams Wealth Management, LLC

> J. Williams Wealth Management, LLC is a state-registered investment advisory firm in East Dennis, MA, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 132053
- Filed as: J. WILLIAMS WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: East Dennis, MA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132053
- AdvisorCensus page: https://advisorcensus.com/firm/j-williams-wealth-management-llc-east-dennis-ma-132053

## Quick answers

**How is J. Williams Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), J. Williams Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other.

**Where is J. Williams Wealth Management, LLC located?**
J. Williams Wealth Management, LLC's principal office is in East Dennis, MA, according to its Form ADV.

**Is J. Williams Wealth Management, LLC registered with the SEC or a state?**
J. Williams Wealth Management, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 132053.

**How much does J. Williams Wealth Management, LLC manage?**
J. Williams Wealth Management, LLC reports $31,334,312 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (29% discretionary).

**What types of clients does J. Williams Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (5); charitable organizations (1).

**Does J. Williams Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132053

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $31,334,312
- Discretionary: $9,086,626
- Non-discretionary: $22,247,686

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $5,845,958 |
| High net worth individuals | 5 | $25,091,020 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | 1 | $397,334 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J. Williams Wealth Management, LLC (CRD 132053): Form ADV filing data as of October 2026.