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WILLIAMS WEALTH MANAGEMENT GROUP, INC.

BRADENTON, FL · CRD 147341 · IAPD ↗ · williamswealth360.com · 941-756-4500

$161.0MRegulatory AUM
1Advisory reps
1Employees
23Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2024 — WILLIAMS WEALTH MANAGEMENT GROUP, INC. (BRADENTON, FL) is newly SEC-registered with $148.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.