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  2. Williams Jones Wealth Management, LLC

Filings through Oct 24, 2026.

Williams Jones Wealth Management, LLC

EIN 84-1838627-financial services-Latest filing 2025
Plans
1
Retirement
1
$24.3M assets
Health & Benefits
0
Participants
52
717 FIFTH AVENUE 11TH FLOOR - NEW YORK, NY 10022212-935-8750williamsjones.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#003401(k)-$24.3M - 52 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#003

WILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST

401(k)

Assets$24.3M
Participants52
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003WILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST401(k)$24.3M522025
  • WILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST$24.3M
    #003 · 401(k) · 202552
Retirement plans
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