WG
WATTS GWILLIAM & COMPANY, LLC
SEC RegisteredGILBERT, AZhttps://wattsgwilliam.com480-889-8998
Assets Under Management
$1B–$5B
Employees
9
Office Locations
1 office
Total Accounts
1208
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingState/Municipal
Services
Private funds / alternatives
Private EquityReal Estate
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 45 | $8.1M |
| High Net Worth Individuals | 458 | $973M |
| Pension/Profit Sharing Plans | 4 | $20M |
| Charitable Organizations | 6 | $30M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Jeffrey Stephen Watts
MEMBER, CHIEF COMPLIANCE OFFICER
Daniel Bradford Gwilliam
MEMBER
David Bruce Watts
MEMBER
Office locations
1 office in 1 state
AZ
GILBERTHQ
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#131458
SEC Number
801-63078
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
wattsgwilliam.comPhone
480-889-8998Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WATTS GWILLIAM & COMPANY, 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.