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WATTS GWILLIAM & COMPANY, LLC
CRD 131458File 801-63078
APPROVED
Retail clients
Custody
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.03B
Above cohort median (national)
Discretionary AUM
$1.03B
Non-discretionary $406K
Clients
514
1,208 accounts
Employees
9
Top 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 23, 2004
- Principal office
- 2730 S. VAL VISTA DR., SUITE 124, GILBERT, AZ, 85295
- Phone
- 480-889-8998
- Website
- HTTP://WWW.WGWEALTHPATH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.03B
- Discretionary AUM
- $1.03B
- Non-discretionary AUM
- $406K
- Discretionary accounts
- 1,205
- Non-discretionary accounts
- 3
- Total accounts
- 1,208
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.2M |
| High net worth individuals | 458 | $973.2M |
| Pooled investment vehicles | 4 | $19.5M |
| Pension and profit sharing plans | 6 | $29.9M |
| Individuals (other than high net worth individuals) | 45 | $8.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.