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SEC Form ADV

WILLIAMS JONES WEALTH MANAGEMENT, LLC

Firm profile: Williams & Novak Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNYHedge Fund
$12.5B
Assets Under Management
4,788
Total Clients
52
Employees
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Registration Details

Accession
CRD-301925
Location
NEW YORK, NY
Filing Date
April 30, 2026
AUM
$12.5B
Total Clients
4,788
Institutional Clients
153
Employees
52
Amendment
No
SEC EDGAR
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Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

Investment Strategies

Hedge Fund

Private Funds

8 private funds reported on Form ADV Schedule D 7.B.1, $186.1M in combined gross assets.

  • WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-10Hedge Fund$46.8M
  • WJA HOUSING BOND FUND, LLCOther Private Fund$44.3M
  • WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-24Hedge Fund$35.3M
  • WILLIAMS JONES & ASSOCIATES HEDGE FUND 7 TRAUNCHE 5Hedge Fund$25.8M
  • WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-7Hedge Fund$25.4M
  • WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-9Hedge Fund$3.7M
  • WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-14Hedge Fund$2.6M
  • WJA ALTERNATIVE INVESTMENT STRATEGIES I, LLC, SERIES I-2Hedge Fund$2.2M

About this Adviser

WILLIAMS JONES WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in NEW YORK, NY, managing approximately $12.5B in assets across 4,788 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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