Watts Gwilliam & Company, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Gilbert, AZ. Its latest Form ADV filing, dated March 23, 2026, reports $1.0B in regulatory assets under management, 9 employees, and 1,208 accounts.
Assets Under Management
$1.0B
Employees
9
Offices
--
Total Clients
514
Primary office
GILBERT, AZ
2730 S. VAL VISTA DR., SUITE 124, GILBERT, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 89.1% of total clients.
Top client categories% of clientsClients
1
HNWI
89.1%
458
2
Individuals
8.8%
45
3
Pension Plans
1.2%
6
4
Pooled Investment Vehicles
0.8%
4
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 23, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$406K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts1,208
10Y AUM Change+$783M (+315.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee57:1
10Y Employee Change+2 (+28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.