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Building 2WATERSTONE WEALTH ADVISORS, LLC

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Phone732-873-0433
NotebookSEC #801-113302
Total AUM
$164.9M
Employees
1
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
732-873-0433

ReceiptFinancials

Total AUM
$164.9M
Accounts
399
Discretionary
$152.4M
Accounts
375
Non-Discretionary
$12.5M
Accounts
24

ContactClients

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Individual Clients
97
AUM
$30.6M
HNW Individual Clients
51
AUM
$130.2M
Pension/Profit Sharing Plan Clients
1
AUM
$3.6M
Charitable Organization Clients
1
AUM
$460.5K

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
FLNHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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