Overview
Assets Under Management: $150 million
High-Net-Worth Clients: 48
Average Client Assets: $2 million
Frequently Asked Questions
WATERSTONE WEALTH ADVISORS, 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 #139265), WATERSTONE WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
WATERSTONE WEALTH ADVISORS, LLC serves 48 high-net-worth clients according to their SEC filing dated December 12, 2025. View client details ↓
According to their SEC Form ADV, WATERSTONE WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WATERSTONE WEALTH ADVISORS, LLC manages $150 million in client assets according to their SEC filing dated December 12, 2025.
According to their SEC Form ADV, WATERSTONE WEALTH ADVISORS, 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: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.78
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 434
Discretionary Accounts: 400
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 139265
Filing ID: 2029389
Last Filing Date: 2025-12-12 16:22:03
Website: 0