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Williams Jones Wealth Management
AddedFeb 15, 2024
UpdatedJun 28, 2026
Williams Jones Wealth Management

Williams Jones Wealth Management

Operating

Williams Jones offers tailored investment management services, managing over $5.0 billion in diverse market sectors for optimal risk-adjusted returns.

Location
New York City, NY, US
Founded
1988
Firm
Compare
Portfolio
Employees
Website

Williams Jones Wealth Management specializes in providing customized investment management services to high-net-worth individuals, retirement plans, and non-profit organizations. The firm manages over $5.0 billion in equity and fixed income securities, offering expertise across multiple asset classes. Their approach focuses on achieving optimal risk-adjusted returns through diverse market sectors.

With three decades of experience, Williams Jones offers comprehensive wealth management solutions, including investment management and financial planning. The firm's broad intelligence pipeline for investment research sets them apart from traditional money managers. They also select outside managers for hedge fund investments, providing clients with a wide range of investment options tailored to their unique needs and goals.

Williams Jones Wealth Management - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments1
Current Portfolio Count1
Total Portfolio Exits0

Top Investment Stages

Private Equity1 (100.0%)

Stage Mix

Private Equity 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

USA Digital Radio logo

USA Digital Radio

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Williams Jones Wealth Management - Classification

Also Known As
  • Williams Jones Wealth Management, LLC
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 2 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
SIC
  • 6000Depository Institutions