ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
SHELBURNE, VTCRD 312253Latest ADV February 13, 2026
Antoine Williams & Associates Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Shelburne, VT. Its latest Form ADV filing, dated February 13, 2026, reports $295M in regulatory assets under management, 3 employees, and 970 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.5% of total clients.
Top client categories% of clientsClients
1
Individuals
79.5%
283
2
HNWI
18.5%
66
3
Pension Plans
2.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$295Mas of February 13, 2026
Discretionary100.0%
$295M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
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.
Total AUM$295M
Total Accounts970
10Y AUM Change+$295M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee119:1
10Y Employee Change+2 (+200.0%)
* 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.