Watts Gwilliam & Co. Information

View Top Employees from Watts Gwilliam & Co.

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.

Website	http://www.wattsgwilliam.com
Revenue	$3 million
Employees	12 (9 on RocketReach)
Founded	2004
Address	2730 S. Val Vista Dr. Ste 124, Gilbert, Arizona 85295, US
Phone	+1 480-889-8998
Fax	(480) 889-8999
Technologies	JavaScript , HTML , PHP +19 more (view full list)
Industry	Financial Services, Finance General, Finance
Web Rank	28 Million
Keywords	Wealth Management, Investment Portfolio, Financial Planning, Portfolio Management, Asset Allocation, Investment Advisory, Retirement Planning, Estate Planning, Wealth Planning, Financial Advisor, Investment Strategies, Diversification Strategies, C-Suite Executives, Executive Financial Planning, High Net Worth Individuals, Financial Services, Investment Management, Wealth Preservation, Tax Planning
Competitors	Walker Partners Engineers \| Surveyors, Parker Law Firm, Bailey & Associates, Brown & Associates, J. Smith and Sons Inc., Allen Law Offices, Morgan Construction Company, Jones Law Group, Phillips & Reiter, PLLC, Jill K Turner +4 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies

Watts Gwilliam & Co. Questions

What is the annual revenue of Watts Gwilliam & Co.?

The Watts Gwilliam & Co. annual revenue was $3 million in 2026.

Who is the Managing Director of Watts Gwilliam & Co.?

Ben Cooper is the Managing Director of Watts Gwilliam & Co..

How many people are employed at Watts Gwilliam & Co.?

9 people are employed at Watts Gwilliam & Co..

Where is Watts Gwilliam & Co. based?

Watts Gwilliam & Co. is based in Gilbert, Arizona.

What is the NAICS code for Watts Gwilliam & Co.?

The NAICS codes for Watts Gwilliam & Co. are [5239, 523, 52, 52393].

What is the SIC code for Watts Gwilliam & Co.?

The SIC codes for Watts Gwilliam & Co. are [62, 628].

Top Watts Gwilliam & Co. Employees

Ben Cooper

Managing Director at Watts Gwilliam & Co.

Gilbert, AZ, US
2
- wattsgwilliam.com
- gmail.com
1
- +1 480-505-XXXX
Jeffrey Fryer

Wealth Manager at Watts Gwilliam & Co.

Gilbert, AZ, US
5+
- gmail.com
- hotmail.com
- comcast.net
- aol.com
- juno.com
- pacbell.net
- yahoo.com
5+
- +1 480-889-XXXX
- +1 360-457-XXXX
- +1 480-296-XXXX
- +1 480-854-XXXX
- +1 661-433-XXXX
- +1 480-988-XXXX
David Watts

Founding Member at Watts Gwilliam & Co.

Gilbert, AZ, US
1
- wattsgwilliam.com
5+
- +1 602-266-XXXX
- +1 602-502-XXXX
- +1 480-695-XXXX
- +1 602-509-XXXX
- +1 718-246-XXXX
- +1 704-200-XXXX
Jeff Watts

Founding Member at Watts Gwilliam & Co.

Gilbert, AZ, US
1
- wattsgwilliam.com
3
- +1 480-242-XXXX
- +1 602-418-XXXX
- +1 480-889-XXXX
Matt Willett

Investment Advisor at Watts Gwilliam & Co.

Gilbert, AZ, US
1
- gmail.com
2
- +1 480-235-XXXX
- +1 570-239-XXXX
Mark Vest

Investment Advisor at Watts Gwilliam & Co.

Mesa, AZ, US
2
- wattsgwilliam.com
- gmail.com
5
- +1 602-999-XXXX
- +1 480-889-XXXX
- +1 407-523-XXXX
- +1 480-710-XXXX
- +1 480-963-XXXX
Jenny Yuan

Financial Advisor at Watts Gwilliam & Co.

Phoenix, AZ, US
1
- wattsgwilliam.com
Tyler Watts

Associate Financial Advisor at Watts Gwilliam & Co.

Provo, UT, US
1
- wattsgwilliam.com
Jenny Yuan

Financial Advisor at Watts Gwilliam & Co.

Gilbert, AZ, US