Overview
Assets Under Management: $67 million
High-Net-Worth Clients: 33
Average Client Assets: $1.8 million
Frequently Asked Questions
WATCHSTONE WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172835), WATCHSTONE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
WATCHSTONE WEALTH MANAGEMENT LLC serves 33 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, WATCHSTONE WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
WATCHSTONE WEALTH MANAGEMENT LLC manages $67 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, WATCHSTONE WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.00%
Average Client Assets: $1.8 million
Total Client Accounts: 135
Discretionary Accounts: 135
Regulatory Filings
CRD Number: 172835
Filing ID: 2043683
Last Filing Date: 2026-02-18 09:50:39