A complete list of active advisors currently associated with Watts Gwilliam & Company, LLC

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Watts Gwilliam & Company, LLC provides discretionary investment supervisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, pension and profit‑sharing plans, pooled investment vehicles, and other financial institutions. Offerings include ongoing portfolio management, financial planning, option overlay strategies provided through its Optic Asset Management division, model portfolios delivered via TAMP/sub‑advisory arrangements, and the technology‑based PATH Program implemented on Betterment. The firm emphasizes strategic asset allocation and long‑term diversification while using a mix of fundamental and technical analysis and option‑based overlays (e.g., SPY Optic, Div Optic, Growth Optic, TLT Optic) to generate income or manage concentrated equity positions. Watts Gwilliam also employs specialized approaches such as Optic Equity Access to monetize large stock holdings, interval funds, and private placements, typically implementing strategies on a discretionary basis with ongoing monitoring and rebalancing. Watts Gwilliam is notable among similarly sized team advisers for acting as a sponsor, manager, and private fund adviser for pooled vehicles — including the Galaxy Plus Hedge Fund overlay and real‑estate funds such as Vista Capital Fund III, Vista Capital Fund IV: AK Courtyard, and Zona UC, LLC — where it may have custody and fund‑level fee arrangements. The firm also discloses that certain associated persons are licensed insurance agents and that it provides TAMP/sub‑advisory services to other advisers, creating layered relationships and fee arrangements it manages through written policies and disclosures.

To learn more about the advisors currently working at Watts Gwilliam & Company, 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.