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Building 2WATERSTONE WEALTH ADVISORS, LLC

Map pinSOMERVILLE, NJ
Phone732-873-0433
NotebookSEC #801-66453
Total AUM
$69.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 WEST HIGH STREET
2ND FLOOR
SOMERVILLE
NJ 08876
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
732-873-0433

ReceiptFinancials

Total AUM
$69.8M
Accounts
145
Discretionary
$59.8M
Accounts
141
Non-Discretionary
$10M
Accounts
4

ContactClients

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None reported

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
NJPATX

HandshakeAffiliates

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

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