Updated:
Williams Jones Wealth Management
Williams Jones Wealth Management is an SEC-registered investment adviser in NEW YORK, NY, registered since 2019. The firm manages $12.5 billion in assets, with...
Williams Jones Wealth Management
Williams Jones Wealth Management is an SEC-registered investment adviser in NEW YORK, NY, registered since 2019. The firm manages $12.5 billion in assets, with $12.4 billion on a discretionary basis. It has 52 employees and 24 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, United States
Frequently asked questions
What is Williams Jones Wealth Management?
Williams Jones Wealth Management is a bank / wealth / trust headquartered in New York, United States.
When was Williams Jones Wealth Management founded?
Williams Jones Wealth Management was founded in 2019.
Where is Williams Jones Wealth Management headquartered?
Williams Jones Wealth Management is headquartered in New York, United States, in the North America region.
What is Williams Jones Wealth Management's assets under management?
Williams Jones Wealth Management reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Williams Jones Wealth Management?
Altss maintains an OSINT-verified profile of Williams Jones Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What type of firm is Williams Jones Wealth Management?
Williams Jones Wealth Management is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Williams Jones Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Williams Jones Wealth Management's Altss profile last updated?
Williams Jones Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: