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WILLIAMS JONES WEALTH MANAGEMENT, LLC
CRD 301925File 801-116946
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Oct 1, 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
52
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 50 | 52 | increased by2 |
| Apr 1, 2026 | Clients | 1,687 | 1,754 | increased by67 |
| Apr 1, 2026 | AUM | $11,618,864,682 | $12,474,548,126 | increased by$855,683,444 |
| Apr 1, 2026 | Accounts | 4,609 | 4,788 | increased by179 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 37 | 50 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,604 | 1,687 | increased by83 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $10,953,354,714 | $11,618,864,682 | increased by$665,509,968 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,274 | 4,609 | increased by335 |
| Apr 1, 2022 | Employees | 42 | 37 | decreased by5 |
| Apr 1, 2022 | Clients | 1,338 | 1,604 | increased by266 |
| Apr 1, 2022 | AUM | $9,339,969,621 | $10,953,354,714 | increased by$1,613,385,093 |
| Apr 1, 2022 | Accounts | 4,105 | 4,274 | increased by169 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WILLIAMS JONES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WILLIAMS JONES” may also match similarly-named firms). Confirm identity against each filing.
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.