# Williams Jones Wealth Management

Williams Jones Wealth Management is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** williamsjones.com

## Regulatory record

- **CRD number:** 301925
- **SEC file number:** 801-116946
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-30T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301925

## About

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.

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Last updated: 2026-07-11T13:58:38.000Z

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