RIA Intel›Advisers›WATERSTONE WEALTH ADVISORS, LLC

WATERSTONE WEALTH ADVISORS, LLC

Advisory

N·

Data as of Feb 16, 2026 · Source: SEC Form ADV

Total AUM
$165M
1-Year AUM Growth
+0.8%
3-Year CAGR
-0.7%
Employees
1
Assets Under Management
Total AUM$165M
Discretionary AUM$152M
Non-Discretionary AUM$12M
Discretionary %92.4%
Total Clients154
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record28
First FilingMar 14, 2006
Latest FilingFeb 16, 2026
🔒 Full AUM trend chart and 28 historical filings spanning 20+ 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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