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Firm profile

Antoine Williams & Associates Wealth Management, LLC

SHELBURNE, VTCRD 312253Latest ADV June 23, 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.

Assets Under Management
$319M
Employees
3
Offices
--
Total Clients
324
Primary office
SHELBURNE, VT
2989 SHELBURNE ROAD, SHELBURNE, VT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAntoine T. Williams

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 71.9% of total clients.
Top client categories% of clientsClients
1
Individuals
71.9%
233
2
HNWI
28.1%
91

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$319Mas of June 23, 2026
Discretionary100.0%
$319M
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$319M
Total Accounts993
10Y AUM Change+$319M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee108:1
10Y Employee Change+2 (+200.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.