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ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC

SHELBURNE, VT · CRD 312253 · IAPD ↗ · antoinewilliamsandassoc.com · 802-985-8808

$318.9MRegulatory AUM
1Advisory reps
3Employees
12Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC reported RAUM up 29% ($229.2M -> $294.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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