Watts Gwilliam & Company, LLC
● SEC registered since 2004CRD 131458SEC# 801-63078Gilbert, AZ
Ranks #2,964 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.03B
Fund GAV
$7.8M
Private funds
3
Employees
9
Accounts
1,208
Location
Gilbert, AZ
Watts Gwilliam & Company, LLC assets under management
Watts Gwilliam & Company, LLC operates as an SEC-registered investment adviser based in Gilbert, AZ. The firm has been registered since 2004. It reports $1 billion in regulatory assets under management and employs 9 people. Watts Gwilliam & Company, LLC manages 3 private funds with combined gross assets of $7.8 million, including Vista Capital Fund Iv: Ak Courtyard, LLC. By regulatory assets, it ranks 2,964 of 6,004 private fund managers.
Watts Gwilliam & Company, LLC private funds
3 funds · $7.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Vista Capital Fund Iv: Ak Courtyard, LLC | Real Estate | $4.3M | $50K |
| Zona Uc, LLC | Private Equity | $3.2M | $50K |
| Vista Capital Fund III, LLC | Real Estate | $350K | $50K |
Watts Gwilliam & Company, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Bradford Gwilliam Control | Member | 25-50% | 2004 |
| David Bruce Watts Control | Member | 25-50% | 2004 |
| Jeffrey Stephen Watts Control | Member, Chief Compliance Officer | 25-50% | 2004 |
Frequently asked questions
How much does Watts Gwilliam & Company, LLC manage?
Watts Gwilliam & Company, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many private funds does Watts Gwilliam & Company, LLC manage?
Watts Gwilliam & Company, LLC manages 3 private funds with combined gross assets of $7.8 million.
How many employees does Watts Gwilliam & Company, LLC have?
Watts Gwilliam & Company, LLC reports 9 employees.
Where is Watts Gwilliam & Company, LLC located?
Watts Gwilliam & Company, LLC is based in Gilbert, AZ and has been SEC-registered since 2004.
Does Watts Gwilliam & Company, LLC disclose fund performance?
Watts Gwilliam & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2730 S. Val Vista Dr., Suite 124, Gilbert, AZ 85295 |
| Phone | 480-889-8998 |
| Fax | 480-889-8999 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.03B▲ 71%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
AUM vs fund managersTop 49%
Larger than 51% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.03Bregulatory AUM
Discretionary $1.03BNon-discretionary $406K
Fund type mix
Real Estate2
Private Equity1
Service providers
Custodian