Donna Williams
Waverley Wealth Management · Mountain View, California
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.
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Facts
| Firm | Waverley Wealth Management |
|---|---|
| Based in | Mountain View, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $201.2M across 359 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6514951 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.waverleywealth.com |
How Donna's firm compares
- Waverley Wealth Management's average account is about $560,000, from its Form ADV (assets managed divided by 359 accounts).
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Questions about Donna
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mountain View
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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