J
J. Williams Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,597,809
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
16
31% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$1,724,863
About
J. Williams Wealth Management is a single‑advisor registered investment adviser that serves individual clients with portfolio management and investment advice on either a discretionary or non‑discretionary basis. The firm consolidates clients’ various accounts into a single “super‑portfolio” and invests in general securities, mutual funds (including ETFs), and government securities.
The firm follows a tactical asset‑allocation approach, adjusting equity and bond weightings based on its view of market cycles and using a scoring system that combines five‑year relative performance and Morningstar metrics to evaluate funds and stocks. It conducts weekly portfolio reviews, tailors recommendations through client consultations, and — alongside standard asset‑based or flat billing — offers a performance‑based fee option to qualified clients.
Noteworthy aspects include a larger share of assets managed on a non‑discretionary basis (the brochure reports roughly $15 million non‑discretionary versus $10.85 million discretionary as of 12/31/2020) and documented advisory roles with not‑for‑profit organizations and endowment committees, including uncompensated work. The firm’s principal also documents extensive international investing experience and subscriptions to global research services, reflecting a capability to incorporate international holdings and analysis into client portfolios while deliberately maintaining a small client roster.
Client services
Portfolio management
Fee options
Flat annual fee negotiated with client payable after year end
0.50% annually of year-end assets under management
$350/hour for special projects
5% of the gain in assets under management from beginning to end of the year, for qualified clients only
Minimum fee: A flat annual fee negotiated with the client in advance, payable after year end Fee-only: Flat annual fee negotiated with the client; hourly fee of $350/hour for special projects
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
J. Williams Wealth Management, LLC
East Dennis MA, United States
Number of offices
1
Forms ADV
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