Key facts
- Williams Jones Wealth Management is a asset manager based in New York, United States.
- The team roster lists 3 people.
- Williams Jones Wealth Management reports $65.3M in regulatory assets under management across 8 private funds, per its SEC Form ADV (2026-04).
About Williams Jones Wealth Management
62990-92P
Registered with the SEC
Form ADV · 2026-04 · CRD 301925- Regulatory AUM
- $65.3M
- Private fund assets
- $186.1M
- Private funds
- 8 · 7 hedge, 1 other
- Staff
- 52
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WILLIAMS JONES WEALTH MANAGEMENT, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Williams Jones Wealth Management are on record yet. Positions surface from round participations, filings, and coverage.
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Team
3 people on record — 3 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.