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Building 2WATERMARK WEALTH MANAGEMENT, LLC

Map pinINDIANAPOLIS, IN
Phone317-805-0805
NotebookSEC #801-121723
Total AUM
$137.7M
Employees
2
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5975 CASTLE CREEK PARKWAY NORTH DRIVE
SUITE 355
INDIANAPOLIS
IN 46250
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
317-805-0805

ReceiptFinancials

Total AUM
$137.7M
Accounts
386
Discretionary
$136.9M
Accounts
383
Non-Discretionary
$792.4K
Accounts
3

ContactClients

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Individual Clients
74
AUM
$25.9M
HNW Individual Clients
18
AUM
$111.1M
Pension/Profit Sharing Plan Clients
2
AUM
$740K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLINTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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