Williams Jones Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 30, 2026, reports $12.5B in regulatory assets under management, 52 employees, 2 offices, and 4,788 accounts.
Assets Under Management
$12.5B
Employees
52
Offices
2 offices
Total Clients
1,754
Primary office
NEW YORK, NY
717 FIFTH AVENUE, 11TH FLOOR, NEW YORK, NY, United States
Top client segmentHNWI represent 76.1% of total clients.
Top client categories% of clientsClients
1
HNWI
76.1%
1,335
2
Individuals
10.4%
182
3
Charitable
7.2%
127
4
Corporations
4.8%
84
5
Pension Plans
1.5%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$12.5Bas of April 30, 2026
Discretionary99.6%
$12.4B
100% of total RAUM99.6%
Non-discretionary0.4%
$55M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$12.5B
Total Accounts4,788
10Y AUM Change+$12.5B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees52
Clients per Employee34:1
10Y Employee Change+14 (+36.8%)
* 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.