Watts Gwilliam & Company, LLC

CRD 131458 · Gilbert, AZ · $1.0B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 131458
SEC number: 801-63078
Firm type: RIA
Assets under management: $1.0B as of Jun 30, 2026
Website: www.wattsgwilliam.com ↗
Phone: 480-889-8998
Address: 2730 S. Val Vista Dr., Gilbert, AZ, 85295

Advisors at this firm

9 in our index · page 1 of 1

Benjamin CooperCRD 7845127 · Gilbert, AZ

IA Registered
Jeffrey Allen FryerCRD 2444169 · Gilbert, AZ

IA Registered
Daniel Bradford GwilliamCRD 2916314 · Gilbert, AZ

IA Registered

Disclosure event(s) on record
Kimball E GwilliamCRD 7816789 · Gilbert, AZ

IA Registered
Jonathan Mark VestCRD 5463656 · Gilbert, AZ

IA Registered
David Bruce WattsCRD 3095023 · Gilbert, AZ

IA Registered
Jeffrey Stephen WattsCRD 3084412 · Gilbert, AZ

IA Registered

Disclosure event(s) on record
Matthew Chad WillettCRD 6851828 · Gilbert, AZ

IA RegisteredRegistration inactive
Zhenhua YuanCRD 6305100 · Gilbert, AZ

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 131458 ↗ FINRA BrokerCheck record for firm CRD 131458 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.