RIA Intel›Advisers›New Jersey›WATERMARK GROUP, INC.

WATERMARK GROUP, INC.

Advisory

N·PRINCETON, NJ

Data as of Apr 1, 2026 · Source: SEC Form ADV

Total AUM
$3.8B
1-Year AUM Growth
-1.1%
3-Year CAGR
+3.7%
Employees
8
Assets Under Management
Total AUM$3.8B
Discretionary AUM$3.8B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees8
Investment Advisers22
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record38
First FilingFeb 28, 2001
Latest FilingApr 1, 2026
🔒 Full AUM trend chart and 38 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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