WILLIAMS JONES WEALTH MANAGEMENT, LLC

Registration Details

Accession

crd-301925

Location

NEW YORK, NY

Filing Date

April 30, 2026

AUM

$12.5B

Institutional Clients

153

Employees

52

Amendment

No

SEC EDGAR

View original filing →

Client Types

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. This data is sourced from the SEC's EDGAR database via Form ADV.