{
  "crd_number": 290697,
  "slug": "williamson-wealth-management-canton-oh-290697",
  "primary_business_name": "WILLIAMSON WEALTH MANAGEMENT",
  "legal_name": "BLACKSTONE WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Canton",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "15940",
  "metro": {
    "cbsa_code": "15940",
    "common_name": "Canton",
    "msa_name": "Canton-Massillon, OH",
    "path": "/advisors/oh/canton"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-12-20",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 46000000.0,
  "raum_discretionary": 46000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 40000000.0,
      "count": 175
    },
    "high_net_worth_individuals": {
      "raum": 6000000.0,
      "count": 7
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "OH",
    "WV"
  ],
  "websites": [
    "https://williamsonwealthinc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290697",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "CANTON",
  "url": "https://advisorcensus.com/firm/williamson-wealth-management-canton-oh-290697",
  "display_name": "Williamson Wealth Management",
  "summary": "Williamson Wealth Management is a state-registered investment advisory firm in Canton, OH, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Williamson Wealth Management (CRD 290697): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Williamson Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Williamson Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Williamson Wealth Management located?",
      "a": "Williamson Wealth Management's principal office is in Canton, OH, according to its Form ADV."
    },
    {
      "q": "Is Williamson Wealth Management registered with the SEC or a state?",
      "a": "Williamson Wealth Management is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 290697."
    },
    {
      "q": "How much does Williamson Wealth Management manage?",
      "a": "Williamson Wealth Management reports $46,000,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Williamson Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (175); high net worth individuals (7)."
    },
    {
      "q": "Does Williamson Wealth Management report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290697"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/williamson-wealth-management-canton-oh-290697.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 175,
      "fewer_than_5": false,
      "raum": 40000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 6000000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/290697",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}