SourcingSourcing

WILLIAMS WEALTH MANAGEMENT GROUP, INC.

B59
CRD 147341·SEC 801-130487·BRADENTON, FL
AUM
$161.0M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$483K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WILLIAMS WEALTH MANAGEMENT GROUP, INC.
CRD
147341
SEC file #
801-130487
EIN
—
DBA names
—

Economics

AUM
$161.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$140.6M → $161.0M▲ +15%
Client mix
Individuals Other413
Individuals High Net Worth60
Charitable Organizations2

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
BRADENTON FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
williamswealth360.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WILLIAMS, DEREK, RYAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WILLIAMS, DEREK, RYAN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WILLIAMSWEALTH360.COM
Rdap Domain Creation Date
2008-01-09T22:51:45Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-09T22:51:45Z
Rdap Domain Last Changed
2026-04-04T04:06:08Z
Rdap Nameservers
Clark.ns.cloudflare.comCora.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
4202594
Trust Company Affiliate
No

People (1)

1
WILLIAMS, DEREK, RYAN
IAR · Direct Owner · 87.5%
4202594