Allocator Index · CRD 131458

WATTS GWILLIAM & COMPANY, LLC

Gilbert, AZ · 480-889-8998 · wgwealthpath.com

SEC IAPD record ↗

Fit score

98

  • real_estate_fund+40
  • aum $250M-$3.0B+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

458

Other individuals

45

HNW assets

$973.2M

Total AUM

$1.03B

Employees

9

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
VISTA CAPITAL FUND IV: AK COURTYARD, LLCReal Estate Fund$4.3M
VISTA CAPITAL FUND III, LLCReal Estate Fund$350K
ZONA UC, LLCPrivate Equity Fund$3.2M