WATERSTONE WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$164,854,411
Discretionary
$152,382,153
Non-discretionary
$12,472,258
Firm details
- CRD number
- 139265
- SEC file number
- 801-113302
- Employees
- 1
- SEC status
- Approved
- Website
- https://www.x.com/waterstonewlth
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of May 2026.