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Watts Gwilliam & Co.

Watts Gwilliam & Co.


Watts Gwilliam & Co.'s financial review

Watts Gwilliam & Co.'s Revenue (Yearly)

1.4M

Employees

11


Watts Gwilliam & Co. information

Watts Gwilliam & Co. is a full service wealth management firm. Our focus is constructing customized investment portfolios offering diversification across many asset classes. Many of our clients are current, or former, C-Level corporate executives, and upper management, who acquired their wealth through their employer's publicly traded stock. Additionally, we created and have been running a covered...
Watts Gwilliam & Co. is a full service wealth management firm. Our focus is constructing customized investment portfolios offering diversification across many asset classes. Many of our clients are current, or former, C-Level corporate executives, and upper management, who acquired their wealth through their employer's publicly traded stock. Additionally, we created and have been running a covered call strategy called IPOM (Income Producing Options Model) for 11 years. For more information please visit our website.

Watts Gwilliam & Co. industries

Concentrated stock
Covered calls
Portfolio construction
Option trading

Watts Gwilliam & Co.'s financial review

Watts Gwilliam & Co.'s Revenue (Yearly)

1.4M

Employees

11

Technologies

Email Delivery
Analytics and Tracking
Load Balancers
Marketing Automation

Employees

Financial Advisor
Founding Member
Administrative Assistant
Investment Manager

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