WILLIAMS, GARTH ALAN
DBA: HONU WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $161.8M |
| Discretionary | $161.0M100% of AUM |
| Non-Discretionary | $771K |
| Client Accounts | 309 |
| Avg Account Size | $523K |
| Employees | 4 |
| Peak AUM | $161.8MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $162M | +18.8% | — | — | |
| Discretionary AUM | $161M | ||||
Key Metrics
| Total AUM | $161.8M |
| Discretionary | $161.0M |
| Employees | 4 |
| Client Accounts | 309 |
| Client Range | 51-100 |
Contact & Location
Phone
(650) 917-3400
Filing History
16 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$161M
99.5% of AUM
Non-Discretionary
$770,797
0.5% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Insurance Company