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Building 2WATCHSTONE WEALTH MANAGEMENT LLC

Map pin
Phone347-993-3558
NotebookSEC #801-110816
Total AUM
$66.8M
Employees
1
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
347-993-3558

ReceiptFinancials

Total AUM
$66.8M
Accounts
135
Discretionary
$66.8M
Accounts
135
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$8.7M
HNW Individual Clients
33
AUM
$58.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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