Antoine Williams & Associates Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and insurance. Financial planning was provided to 251–500 clients last fiscal year.
Antoine Williams & Associates Wealth Management reports 324 clients. They include 233 individual clients and 91 high-net-worth individuals. Of its assets, 100.0% ($319M across 993 accounts) are managed with discretion. It advised 12 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 31% |
| High-net-worth individuals | 28% | 69% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 233 | $97.4M | 30.5% | $418K |
| High-net-worth individuals | 91 | $222M | 69.5% | $2.43M |
| Total | 324 | $319M | 100% | $984K |
- Clients
- 233
- Regulatory AUM
- $97.4M
- AUM share
- 30.5%
- Avg. per client
- $418K
- Clients
- 91
- Regulatory AUM
- $222M
- AUM share
- 69.5%
- Avg. per client
- $2.43M
Total
- Clients
- 324
- Regulatory AUM
- $319M
- AUM share
- 100%
- Avg. per client
- $984K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 12
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Antoine Williams & Associates Wealth Management charges 0.50%–1.00% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.90% |
| $2M–$3M | 0.80% |
| $3M–$4M | 0.70% |
| $4M–$5M | 0.60% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning Fees
- Financial planning is billed at a fixed $5,000 for the first 10 hours, then $500 per hour beyond that.
Antoine Williams owns 75% or more of Antoine Williams & Associates Wealth Management. The leadership team of Antoine Williams & Associates Wealth Management includes Chief Compliance Officer Antoine Williams. It has 3 employees, 1 of them in advisory roles.
Leadership
- Antoine WilliamsManaging Member & Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Tina M Lagrow
- Antoine Troy Williams
Staff
- 3 employees
- 1 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Antoine Williams & Associates Wealth Management, LLC
Antoine Williams
Control person · since January 2021
Antoine Williams & Associates Wealth Management’s regulatory assets grew 1.9× from $168M (June 2021) to $319M (June 2026); clients rose from 288 to 324 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $319M | 324 | 3 | 1 |
| January 2025 | $229M | 335 | 3 | 1 |
| January 2024 | $198M | 333 | 3 | 1 |
| April 2023 | $173M | 311 | 3 | 1 |
| March 2022 | $180M | 310 | 2 | 1 |
| June 2021 | $168M | 288 | 2 | 1 |
Besides its headquarters, Antoine Williams & Associates Wealth Management has 0 offices, with 1 listed address in Vermont.
Vermont · 1 listed address
- 2989 Shelburne Road, ShelburneHQ
Contact and registration details
- Legal name
- Antoine Williams & Associates Wealth Management, LLC
- Headquarters
- 2989 Shelburne Road, Shelburne, VT 05482
- Website
- antoinewilliamsandassoc.com
- Phone
- 802-985-8808
- SEC file
- 801-120352
- Founded
- 2021
- Structure
- Vermont LLC
- Fiscal year end
- December
Antoine Williams & Associates Wealth Management uses SEI Private Trust / SEI Investments Distribution ($319M) as custodian for its separately managed accounts. Antoine Williams & Associates Wealth Management does not have custody of client assets.
- SEI Private Trust / SEI Investments DistributionSEI Private Trust / SEI Investments Distribution Co. · Oaks, PA · $319M100%
At year end, Antoine Williams & Associates Wealth Management’s separately managed accounts were mostly in funds (64%) and stocks (23%).
What the accounts hold
- Stocks23%
- Funds64%
- Bonds7%
- Investment grade corporate bonds5%
- State and local bonds2%
- Cash6%
How many clients does Antoine Williams & Associates Wealth Management have?
Antoine Williams & Associates Wealth Management has 324 clients and manages $319 million for them, as of June 2026. They include 233 individual clients and 91 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 June 2026
What services does Antoine Williams & Associates Wealth Management offer?
Antoine Williams & Associates Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Antoine Williams & Associates Wealth Management charge?
Antoine Williams & Associates Wealth Management charges 0.50%–1.00% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears.
Source: ADV PART 2A- ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC, filed 23 June 2026
Which custodians does Antoine Williams & Associates Wealth Management use?
Antoine Williams & Associates Wealth Management’s separately managed account assets are held at SEI Private Trust / SEI Investments Distribution Co. (Oaks, PA), with $319M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 June 2026
How many financial advisors does Antoine Williams & Associates Wealth Management have?
Antoine Williams & Associates Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Antoine Williams & Associates Wealth Management invest in?
At the end of its last fiscal year, Antoine Williams & Associates Wealth Management’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 6% cash and equivalents, 5% investment grade corporate bonds and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Antoine Williams & Associates Wealth Management?
Antoine Williams & Associates Wealth Management’s direct owner is Antoine Williams (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 June 2026
How does Antoine Williams & Associates Wealth Management get paid?
Antoine Williams & Associates Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Antoine Williams & Associates Wealth Management?
Antoine Williams & Associates Wealth Management’s main office is at 2989 Shelburne Road, Shelburne, VT 05482. Its phone number is 802-985-8808. Its website is antoinewilliamsandassoc.com.