Watts Gwilliam &
Asset Manager SEC-registered adviser
Legal name: Watts Gwilliam & Company, LLC
Gilbert, AZ Website
AUM
$1.0B
Regulatory AUM
Private funds
3
Real Estate 2 · Private Equity 1
Private fund assets
$7.8M
Gross asset value
Employees
9
Last Form D raise
—
From SEC Form ADV filing (filed Jul 28, 2026). View on SEC
People(3)
Owners and executive officers named on the firm's SEC Form ADV.
J
Funds(3)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Vista Capital Fund IV: Ak Courtyard, LLC | Real Estate | $4.3M | — | — | — | |
| Zona Uc, LLC | Private Equity | $3.2M | — | — | — | |
| Vista Capital Fund III, LLC | Real Estate | $350K | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 131458
- SEC file number
- 801-63078
Sources
- SEC Form ADV Oct 14, 2026