Antoine Williams & Associates Wealth Management, LLC

Antoine Williams & Associates Wealth Management, LLC provides ongoing portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), corporations, and charitable organizations. The firm implements client accounts using the SEI investment platform and may engage third‑party money managers and model portfolios as part of its service offering.

AWAAWM’s investment approach emphasizes long‑term strategies informed by modern portfolio theory, with asset allocation and security selection tailored to each client’s goals, time horizon, and risk tolerance; the firm typically manages accounts on a discretionary basis. Client situations are monitored on an ongoing basis with at least annual reviews, and the firm acknowledges its fiduciary duties when advising retirement accounts.

What distinguishes AWAAWM from many peers is the concentration of responsibility: the firm reports approximately $294.9 million in discretionary assets under management and 349 client accounts managed by a single advisory professional, resulting in an unusually high AUM‑per‑advisor and client‑per‑advisor ratio for its category. The firm also maintains insurance‑related affiliations through a DPL platform relationship and an insurance license held by a supervised person, and it does not take custody of client assets (custodians provide account statements).