ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
SEC RegisteredWhat Drives Us
About the firm
At Antoine Williams & Associates Wealth Management, LLC, we are passionate about helping people and building relationships. Our goal is to remove the stress inherent in managing your finances in all of life's stages. We work as fiduciaries with pre-retirees and retirees across the country.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, divorce financial planning, 401(k) rollovers, financial planning for education professionals, financial planning for healthcare workers, and a second opinion service. Services are offered on a transparent fee-based basis with fiduciary status.
Who they serve
Pre-retirees and retirees across the country, with a specialization in helping Divorcees, Doctors, Healthcare Workers, Educators, Executives, Inheritors, Small Business Owners, and Widow/Widowers.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 283 | $149M |
| High Net Worth Individuals | 66 | $146M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 7 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
12 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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