A complete list of active advisors currently associated with Antoine Williams & Associates Wealth Management, LLC

Warmer can help you find a great advisor at Antoine Williams & Associates Wealth Management, LLC or one who fits your needs even better.

The firm provides advisory services to individuals (including high‑net‑worth individuals), corporations, and charitable organizations, offering ongoing portfolio management, financial planning, and pension consulting. It delivers discretionary portfolio management and may place client assets with third‑party money managers through a platform relationship, and it charges asset‑based advisory fees. Investment decisions are guided by modern portfolio theory and a long‑term trading orientation, with portfolio selection and model allocations implemented via the firm’s use of an SEI platform and selected third‑party managers. Accounts are monitored on an ongoing basis and reviewed at least annually, and the firm allows client‑imposed investment restrictions while retaining the right to end relationships that prevent appropriate service. Notably, the firm manages roughly $319 million for about 324 clients while operating with a small, owner‑led advisory team, resulting in an unusually large asset base and client load per advisor relative to similar firms. It also maintains insurance licensure and an affiliation with an insurance platform (DPL) and discloses the economic relationships and SEI‑provided benefits that could create incentives, stating it seeks to manage those conflicts under its fiduciary policies.

To learn more about the advisors currently working at Antoine Williams & Associates Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.