WILLIAMS JONES WEALTH MANAGEMENT, LLC

CRD 301925File 801-116946

APPROVED

Retail clients

Custody

Filing as of Apr 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$12.47B

Top 10% of cohort (national)

Discretionary AUM

$12.42B

Non-discretionary $54.6M

Clients

1,754

4,788 accounts

Employees

Top 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jul 22, 2019
Principal office: 717 FIFTH AVENUE, 11TH FLOOR, NEW YORK, NY, 10022
Phone: 212-935-8750
Website: https://www.focusfinancialpartners.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $12.47B
Discretionary AUM: $12.42B
Non-discretionary AUM: $54.6M
Discretionary accounts: 4,717
Non-discretionary accounts: 71
Total accounts: 4,788
AUM per client: $7.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	84	$1.01B
Charitable organizations	127	$271.4M
High net worth individuals	1,335	$10.95B
Pension and profit sharing plans	26	$114.1M
Individuals (other than high net worth individuals)	182	$125.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
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 11

This 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.