Investment adviser · CRD 301925
WILLIAMS JONES WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Apr 30, 2026
- Regulatory AUM
- $12.5B Form ADV · Item 5.F
- Client accounts
- 4,788 Accounts, not individual clients
- Employees
- 52 Reported in this filing
- Advisory professionals
- 24 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,335 | $10,953,923,442 | 87.8% |
| Corporations & businesses | 84 | $1,010,030,659 | 8.1% |
| Charities | 127 | $271,446,743 | 2.2% |
| Individuals | 182 | $125,047,946 | 1.0% |
| Retirement plans | 26 | $114,099,336 | 0.9% |
Filing source
Form ADV 2101505 · Apr 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
15 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-10Hedge Fund · Last reported Apr 30, 2026$46.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ANCHIN BLOCK & ANCHIN LLP
PCAOB 168
FIDUCIARY TRUST COMPANY INTERNATIONAL
LEI N1YKEWO2IYPRS4742F57
Fund details & source
- Fund ID
- 805-2429585093
- Reported beneficial owners
- 95
- Minimum commitment
- $10K
- Form D file number
- 021-150113
Form ADV 2101505 · Apr 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WJA HOUSING BOND FUND, LLCOther Private Fund · Last reported Apr 30, 2026$44.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ANCHIN BLOCK & ANCHIN LLP
PCAOB 168
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-6424059868
- Reported beneficial owners
- 49
- Minimum commitment
- $100K
- Form D file number
- 021-1569583
Form ADV 2101505 · Apr 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-24Hedge Fund · Last reported Apr 30, 2026$35.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ANCHIN BLOCK & ANCHIN LLP
PCAOB 168
FIDUCIARY TRUST COMPANY INTERNATIONAL
LEI N1YKEWO2IYPRS4742F57
Fund details & source
- Fund ID
- 805-2414393875
- Reported beneficial owners
- 116
- Minimum commitment
- $10K
- Form D file number
- 021-1643883
Form ADV 2101505 · Apr 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WILLIAMS JONES & ASSOCIATES HEDGE FUND 7 TRAUNCHE 5Hedge Fund · Last reported Apr 30, 2026$25.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ANCHIN BLOCK & ANCHIN LLP
PCAOB 168
FIDUCIARY TRUST COMPANY INTERNATIONAL
LEI N1YKEWO2IYPRS4742F57
Fund details & source
- Fund ID
- 805-4141697612
- Reported beneficial owners
- 75
- Minimum commitment
- $10K
Form ADV 2101505 · Apr 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-7Hedge Fund · Last reported Apr 30, 2026$25.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ANCHIN BLOCK & ANCHIN LLP
PCAOB 168
FIDUCIARY TRUST COMPANY INTERNATIONAL
LEI N1YKEWO2IYPRS4742F57
Fund details & source
- Fund ID
- 805-2219452675
- Reported beneficial owners
- 44
- Minimum commitment
- $10K
- Form D file number
- 021-1501116
Form ADV 2101505 · Apr 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-9Hedge Fund · Last reported Apr 30, 2026$3.71MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ANCHIN BLOCK & ANCHIN LLP
PCAOB 168
FIDUCIARY TRUST COMPANY INTERNATIONAL
LEI N1YKEWO2IYPRS4742F57
Fund details & source
- Fund ID
- 805-6367963972
- Reported beneficial owners
- 22
- Minimum commitment
- $10K
Form ADV 2101505 · Apr 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-14Hedge Fund · Last reported Apr 30, 2026$2.59MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ANCHIN BLOCK & ANCHIN LLP
PCAOB 168
FIDUCIARY TRUST COMPANY INTERNATIONAL
LEI N1YKEWO2IYPRS4742F57
Fund details & source
- Fund ID
- 805-6160948728
- Reported beneficial owners
- 13
- Minimum commitment
- $10K
- Form D file number
- 021-1506052
Form ADV 2101505 · Apr 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
717 FIFTH AVENUE, 11TH FLOORNEW YORK, NY, 10022, United States
CRD 301925
Filing source
Form ADV 2101505 · Apr 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.