{
  "crd_number": 133335,
  "slug": "williams-wealth-management-inc-los-angeles-ca-133335",
  "primary_business_name": "WILLIAMS WEALTH MANAGEMENT, INC.",
  "legal_name": "WILLIAMS WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Los Angeles",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2002-03-28",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2026-02-23",
  "carried_forward": false,
  "raum_total": 80881851.0,
  "raum_discretionary": 8964933.0,
  "raum_non_discretionary": 71916918.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 8964933.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 2724742.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 69192176.0,
      "count": 16
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://williamsfs.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133335",
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/williams-wealth-management-inc-los-angeles-ca-133335",
  "display_name": "Williams Wealth Management, Inc.",
  "summary": "Williams Wealth Management, Inc. is a state-registered investment advisory firm in Los Angeles, CA, registered since 2002, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.",
  "citation": "AdvisorCensus. Williams Wealth Management, Inc. (CRD 133335): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Williams Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Williams Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Williams Wealth Management, Inc. located?",
      "a": "Williams Wealth Management, Inc.'s principal office is in Los Angeles, CA, according to its Form ADV."
    },
    {
      "q": "Is Williams Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Williams Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 133335."
    },
    {
      "q": "How much does Williams Wealth Management, Inc. manage?",
      "a": "Williams Wealth Management, Inc. reports $80,881,851 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (11% discretionary)."
    },
    {
      "q": "What types of clients does Williams Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (16); pension and profit sharing plans (but not the plan participants or government pension plans) (5); charitable organizations (1)."
    },
    {
      "q": "Does Williams Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "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/133335"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/williams-wealth-management-inc-los-angeles-ca-133335.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 16,
      "fewer_than_5": false,
      "raum": 69192176.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 2724742.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 8964933.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133335",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}