Antoine Williams & Associates Wealth Management, LLC

Overview

Antoine Williams & Associates Wealth Management, LLC is an SEC registered investment adviser based in Shelburne, VT, registered since 2021. It reports $319M in assets under management across 993 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$319M

Discretionary

100%

Accounts

993

Average account

$321K

Employees

3

Advisory reps

2

Registered since

2021

Jurisdictions

9

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Antoine Troy Williams Managing Member, Chief Compliance Officer CRD 2072136

Advisory reps 2 of 2

• Tina M Lagrow Investment Adviser Rep CRD 5299286
• Antoine Troy Williams Insurance Agent · Investment Adviser Rep CRD 2072136

Location

Headquarters

2989 Shelburne Rd
Shelburne, VT 05482

County

Chittenden

Metro area

Burlington-South Burlington, VT

Region

Northeast

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: antoinewilliamsandassoc.com

Every state, with registration dates

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