Willis Towers Watson Securities, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 5
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Washington Drama Society Inc EIN 530246894 | Washington, DC | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Gerard Earls | Registered representative | Chartered Financial Consultant | Apr 2022 (4y) | |
| Robin Diane Condon | Registered representative | Dec 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (32)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Penn Mutual Retirement Plan | Penn Mutual Life Insurance Company | 0 | $0 | 01/01/2025 |
| The Scott Fetzer Hourly Employee 401(k) Plan | The Scott Fetzer Company | 0 | $0 | 01/01/2024 |
| The Scott Fetzer Retirement Savings Plan | The Scott Fetzer Company | 0 | $0 | 01/01/2024 |
| American Axle & Manufacturing, Inc. Salaried Savings Plan | American Axle & Manufacturing, Inc. | 1,857 | $707M | 01/01/2024 |
| Hope Gas Pension Plan | Hope Gas, Inc. | 363 | $212M | 01/01/2024 |
| Latrobe Steel Company Pension Plan For Bargaining Unit Employees | Carpenter Technology Corporation | 264 | $79.3M | 01/01/2024 |
| Takeda Pharmaceutical U.S.A., Inc. Savings And Retirement Plan | Takeda Pharmaceutical U.S.A., Inc. | 23,331 | $6.2B | 01/01/2024 |
| Unum Group Pension Plan | Unum Group | 2,680 | $1.4B | 01/01/2024 |
| Retirement Plan For Employees Of Sun Pacific Shippers, L.P. | Sun Pacific Shippers, L.P. | 0 | $9.0M | 01/01/2024 |
| Momentive Performance Materials Inc. Pension Plan | Momentive Performance Materials Inc | 612 | $135M | 01/01/2024 |
| Borgwarner Inc. Retirement Savings Plan | Borgwarner Inc. | 5,654 | $1.6B | 01/01/2024 |
| General Retirement Plan For Employees Of Carpenter Technology Corporation | Carpenter Technology Corporation | 845 | $432M | 01/01/2024 |
| Hexion Inc. Retirement Savings Plan | Hexion Inc. | 890 | $317M | 01/01/2024 |
| Rochester General Health System Employee Retirement Plan | Rochester General Health System | 7,601 | $717M | 01/01/2024 |
| Lifesight Pooled Employer Plan | Willis Towers Watson Us, Llc | 1,382 | $26.9M | 01/01/2024 |
| Midland Guardian Co. Salaried Employees' Pension P | Midland Guardian Co. | 16 | $30.8M | 01/01/2024 |
| Any Hour 401(k) Plan | Any Hour, Llc | 2,440 | $37.9M | 01/01/2024 |
| Ti Group Automotive Systems Retirement Plan | Ti Group Automotive Systems, Llc | 265 | $130M | 01/01/2024 |
| Retirement Plan For Employees Of United Supermarkets, L.L.C. | United Supermarkets, L.L.C. | 55 | $3.4M | 01/01/2024 |
| The Talbots, Inc. Pension Plan | The Talbots, Llc | 244 | $53.6M | 01/01/2024 |
| Akzonobel Retirement Savings Plan | Akzo Nobel Inc. | 2,421 | $819M | 01/01/2024 |
| Exxonmobil Pension Plan | Exxon Mobil Corporation | 22,227 | $12.1B | 01/01/2024 |
| Central Vermont Medical Center Employees Pension Plan | Central Vermont Medical Center | 0 | $0 | 01/01/2024 |
| Baylor Scott & White Health Consolidated Frozen Benefit Plan | Baylor Scott & White Holdings | 0 | $1.2M | 01/01/2024 |
| Atlantic Health System 403(b) Retirement Savings Plan | Atlantic Health System Inc. | 22,873 | $1.3B | 01/01/2024 |
Top 25 of 32 plans by assets.
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Washington Drama Society Inc | Public charity | $125M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • WTWS RECEIVES A PORTION OF ASSET-BASED FEES
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗