Wealth Manager
    SEC Registered
    Manages Private Funds

    Antoine Williams & Associates Wealth Management, LLC

    Registered investment advisor · Shelburne, Vermont · CRD #312253

    Assets Under Management
    $295M
    Client Accounts
    970
    Employees
    3
    CRD Number
    312253
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Antoine Williams & Associates Wealth Management, LLC

    Antoine Williams & Associates Wealth Management, LLC is a SEC-registered investment advisory firm headquartered in Shelburne, Vermont, managing approximately $295M in regulatory assets across 970 client accounts. The firm's full regulatory record is filed with the SEC under CRD #312253.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Antoine Williams & Associates Wealth Management, LLC

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    Frequently Asked Questions

    What is Antoine Williams & Associates Wealth Management, LLC's AUM?

    Antoine Williams & Associates Wealth Management, LLC reports approximately $295M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Antoine Williams & Associates Wealth Management, LLC headquartered?

    Antoine Williams & Associates Wealth Management, LLC is headquartered in Shelburne, Vermont.

    What is Antoine Williams & Associates Wealth Management, LLC's CRD number?

    Antoine Williams & Associates Wealth Management, LLC's CRD number is 312253. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Antoine Williams & Associates Wealth Management, LLC manage?

    Antoine Williams & Associates Wealth Management, LLC manages approximately 970 client accounts according to its latest SEC filing.

    Is Antoine Williams & Associates Wealth Management, LLC SEC registered?

    Yes, Antoine Williams & Associates Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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