# Donna Williams

> Donna Williams is a fee-only financial advisor at Waverley Wealth Management in Mountain View, California. Waverley Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/donna-williams/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Waverley Wealth Management
- **Based in:** Mountain View, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $201.2M across 359 accounts
- **CRD:** 6514951 (https://adviserinfo.sec.gov/individual/summary/6514951)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2015)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.waverleywealth.com

## Frequently asked questions

### Is Donna Williams a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Donna holds no broker registration, and Waverley Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Donna charge for financial advice?

Donna's firm, Waverley Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Donna Williams based?

Donna Williams is based in Mountain View, California.

### Is Donna Williams registered with the SEC?

Yes. Donna Williams is registered as an investment adviser representative in CA (CRD 6514951), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Waverley Wealth Management manage?

Waverley Wealth Management reports $201.2M across 359 accounts in assets under management.

### How do I contact Donna Williams?

Through Donna's website, www.waverleywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6514951): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.