Advisor at Williams Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Williams Wealth Management, Inc.
Location
Los Angeles, CA 90017
Credentials
CFP®, Series 66
Industry experience
26 years
David Williams is the principal of Williams Wealth Management, Inc. in Los Angeles, CA, holding the CFP® designation and Series 66 license with 25 years of industry experience. His prior roles include positions at 1 St Global Insurance Services and 1st Global Advisors, Inc. He also serves as a trustee for several irrevocable trusts. Williams Wealth Management provides financial consulting and investment advisory services to high-net-worth individuals, business owners, executives, and select institutional clients. The firm emphasizes tax-aware financial and estate planning, business succession, and risk management, implementing model portfolios based on factor-oriented research and primarily managing assets on a non-discretionary basis.
Based on Williams Wealth Management, Inc.
$0 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.40%
$100 to $450 per hour for consulting services
Account minimum: $200,000 Minimum fee: $5,000 minimum annual investment advisory fee
1000 Wilshire Blvd, Suite 1650
Los Angeles, CA 90017
California
1 St Global Insurance Services
2007 - 2017 (10 years)
1st Global Advisors, Inc
2001 - 2017 (16 years)
Williams Wealth Management, Inc.
2000 - Present (26 years)
1st GLOBAL CAPITAL CORP.
1999 - 2017 (18 years)
Williams and Company, CPAs Inc
1992 - Present (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Joseph C. Longo, Attorney At Law
CFP®, Series 66
Santa Monica, CA
Guttman Financial Planning
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