A complete list of active advisors currently associated with Watts Gwilliam & Company, LLC
Warmer can help you find a great advisor at Watts Gwilliam & Company, LLC or one who fits your needs even better.
Watts Gwilliam & Company, LLC manages roughly $1.03 billion across about 500 client relationships and provides discretionary investment supervisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. Its service set includes ongoing portfolio management, financial planning, a division for professionally managed option strategies (Optic Asset Management), and TAMP/sub‑advisory model delivery to other advisers. The firm emphasizes strategic asset allocation implemented through model portfolios and ongoing monitoring with proactive rebalancing, and it may employ derivatives, margin, and options where suitable to client objectives. It offers several structured and tax‑aware solutions — notably OPTIC option overlays, the Optic Equity Access collar structure, box spread financing techniques, and tax‑loss harvesting/overlay programs — and delivers a tech‑based PATH accumulation program through Betterment for clients preferring primarily electronic servicing. Watts Gwilliam is notable among similarly sized team firms for sponsoring and managing private pooled vehicles — including an overlay-focused Galaxy Fund and real‑estate funds such as Vista Capital Fund III and IV and Zona UC — and for acting as a private fund adviser and fund sponsor with custody responsibilities for those pooled investments. The brochure also discloses that certain associated persons are licensed insurance agents and that some proprietary financing and overlay strategies can increase leverage and affect billable assets, creating layered fee and conflict considerations that distinguish its business model from many peers.
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.
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