Williams Jones Wealth Management
Asset Manager SEC-registered adviser
Legal name: Williams Jones Wealth Management, LLC
AUM
$12.5B
Regulatory AUM
Private funds
8
Hedge Fund 7 · Other 1
Private fund assets
$186.1M
Gross asset value
Employees
52
Last Form D raise
—
From SEC Form ADV filing (filed Apr 30, 2026). View on SEC
People(4)
Owners and executive officers named on the firm's SEC Form ADV.
H
J
J
Funds(8)
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 |
|---|---|---|---|---|---|---|
| Wja Alternative Investment Strategies I, LLC, Series I-10 | Hedge Fund | $46.8M | — | — | — | |
| Wja Housing Bond Fund, LLC | Other | $44.3M | — | — | — | |
| Wja Alternative Investment Strategies I, LLC, Series I-24 | Hedge Fund | $35.3M | — | — | — | |
| Williams Jones & Associates Hedge Fund 7 Traunche 5 | Hedge Fund | $25.8M | — | — | — | |
| Wja Alternative Investment Strategies I, LLC, Series I-7 | Hedge Fund | $25.4M | — | — | — | |
| Wja Alternative Investment Strategies I, LLC, Series I-9 | Hedge Fund | $3.7M | — | — | — | |
| Wja Alternative Investment Strategies I, LLC, Series I-14 | Hedge Fund | $2.6M | — | — | — | |
| Wja Alternative Investment Strategies I, LLC, Series I-2 | Hedge Fund | $2.2M | — | — | — |
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
- 301925
- SEC file number
- 801-116946
Sources
- SEC Form ADV Oct 14, 2026