RIA Intel›Advisers›California›WILLIAMS, GARTH ALAN

WILLIAMS, GARTH ALAN

Advisory

N·LOS ALTOS, CA

Data as of Jul 16, 2026 · Source: SEC Form ADV

Total AUM

$162M

1-Year AUM Growth

-6.5%

3-Year CAGR

+8.4%

Employees

4

Assets Under Management

Total AUM$162M

Discretionary AUM$161M

Non-Discretionary AUM$771K

Discretionary %99.5%

Total Clients86

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record14

First FilingDec 4, 2006

Latest FilingJul 16, 2026

🔒 Full AUM trend chart and 14 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WILLIAMS, GARTH ALAN

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.