# WATTS GWILLIAM & COMPANY, LLC

WATTS GWILLIAM & COMPANY, LLC of GILBERT, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 131458
- Type: SEC-registered investment adviser
- SEC file number: 801-63078
- Location: 2730 S. VAL VISTA DR., SUITE 124, GILBERT, AZ, 85295
- Phone: 480-889-8998
- Latest filing: 2026-07-28
- Regulatory AUM: $1.0B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $406K
- Clients: 9
- Accounts: 1,208

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Bradford Gwilliam | MEMBER | Gilbert, AZ |
| Jeffrey Stephen Watts | MEMBER, CHIEF COMPLIANCE OFFICER | Gilbert, AZ |
| David Bruce Watts | MEMBER | — |
| WATTS JEFFREY STEPHEN | CHIEF COMPLIANCE OFFICER; MEMBER; MEMBER/CCO (+1 more) | — |
| GWILLIAM DANIEL BRADFORD | MEMBER | — |
| WATTS DAVID BRUCE | MEMBER | — |
| IANNARELLI ROSS ANTHONY | MEMBER | — |
| GWILLIAM RHONDA JO | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131458/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131458/similar
- Related entities: https://search.stillhousedata.com/firm/131458/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131458

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.