Wealth Manager
    SEC Registered
    Manages Private Funds

    Watts Gwilliam & Company, LLC

    Registered investment advisor · Gilbert, Arizona · CRD #131458

    Assets Under Management
    $1B
    Client Accounts
    1,208
    Employees
    9
    CRD Number
    131458
    Registration
    SEC Registered

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

    About Watts Gwilliam & Company, LLC

    Watts Gwilliam & Company is a fee-only, fiduciary financial advisory firm based in Gilbert, Arizona, offering personalized investment strategies and financial planning to help clients build wealth and manage risk. They provide access to institutional-style strategies and alternative investments. Founded by former Wall Street professionals, they serve investors nationwide.

    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 Watts Gwilliam & Company, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Watts Gwilliam & Company, LLC's AUM?

    Watts Gwilliam & Company, LLC reports approximately $1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Watts Gwilliam & Company, LLC headquartered?

    Watts Gwilliam & Company, LLC is headquartered in Gilbert, Arizona.

    What is Watts Gwilliam & Company, LLC's CRD number?

    Watts Gwilliam & Company, LLC's CRD number is 131458. 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 Watts Gwilliam & Company, LLC manage?

    Watts Gwilliam & Company, LLC manages approximately 1,208 client accounts according to its latest SEC filing.

    Is Watts Gwilliam & Company, LLC SEC registered?

    Yes, Watts Gwilliam & Company, LLC is registered with the SEC as an investment adviser with an approved registration status.

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