Williams Jones Wealth Management, LLC
● SEC registered since 2019CRD 301925SEC# 801-116946New York, NY
Ranks #745 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$12.47B
Fund GAV
$186.1M
Private funds
8
Employees
52
Accounts
4,788
Location
New York, NY
Williams Jones Wealth Management, LLC assets under management
Williams Jones Wealth Management, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2019. It reports $12.5 billion in regulatory assets under management and employs 52 people. Williams Jones Wealth Management, LLC manages 8 private funds with combined gross assets of $186.1 million, including Wja Alternative Investment Strategies I, LLC, Series I-10. By regulatory assets, it ranks 745 of 6,004 private fund managers.
Williams Jones Wealth Management, LLC private funds
8 funds · $186.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wja Alternative Investment Strategies I, LLC, Series I-10 | Hedge | $46.8M | $10K |
| Wja Housing Bond Fund, LLC | Other Private | $44.3M | $100K |
| Wja Alternative Investment Strategies I, LLC, Series I-24 | Hedge | $35.3M | $10K |
See all 8 funds — unlock the full record.
Join to unlock · $37/moWilliams Jones Wealth Management, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Ann Tarmy Control | Partner | Under 5% | 2019 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2019 |
| Hoa Van Le Control | Chief Operations Officer, Partner | Under 5% | 2021 |
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Williams Jones Wealth Management, LLC manage?
Williams Jones Wealth Management, LLC reports $12.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Williams Jones Wealth Management, LLC manage?
Williams Jones Wealth Management, LLC manages 8 private funds with combined gross assets of $186.1 million.
How many employees does Williams Jones Wealth Management, LLC have?
Williams Jones Wealth Management, LLC reports 52 employees.
Where is Williams Jones Wealth Management, LLC located?
Williams Jones Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2019.
Does Williams Jones Wealth Management, LLC disclose fund performance?
Williams Jones 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 | 717 Fifth Avenue, 11th Floor, New York, NY 10022 |
| Phone | 212-935-8750 |
| Fax | 212-656-1539 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$12.47B▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
AUM vs fund managersTop 12%
Larger than 88% of 6,004 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$12.47Bregulatory AUM
Discretionary $12.42BNon-discretionary $54.6M
Fund type mix
Hedge7
Other Private1
Service providers
Auditor
Custodian