Antoine Williams & Associates Wealth Management, LLC
● SEC registered since 2021CRD 312253SEC# 801-120352Shelburne, VT
Reg. AUM
$318.9M
Employees
3
Accounts
993
Location
Shelburne, VT
Antoine Williams & Associates Wealth Management, LLC assets under management
Antoine Williams & Associates Wealth Management, LLC is an investment advisory firm registered with the SEC based in Shelburne, VT. The firm has been registered since 2021. It reports $318.9 million in regulatory assets under management and employs 3 people.
Antoine Williams & Associates Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Antoine Troy Williams Control | Managing Member & Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Antoine Williams & Associates Wealth Management, LLC manage?
Antoine Williams & Associates Wealth Management, LLC reports $318.9 million in regulatory assets under management on its Form ADV.
How many employees does Antoine Williams & Associates Wealth Management, LLC have?
Antoine Williams & Associates Wealth Management, LLC reports 3 employees.
Where is Antoine Williams & Associates Wealth Management, LLC located?
Antoine Williams & Associates Wealth Management, LLC is based in Shelburne, VT and has been SEC-registered since 2021.
Does Antoine Williams & Associates Wealth Management, LLC disclose fund performance?
Antoine Williams & Associates Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2989 Shelburne Road, Shelburne, VT 05482 |
| Phone | 802-985-8808 |
| Fax | 802-985-8850 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$318.9M▲ 39%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$318.9Mregulatory AUM
Discretionary $318.9M