Watchstone Wealth Management LLC
● SEC registered since 2017CRD 172835SEC# 801-110816
Reg. AUM
$66.8M
Employees
1
Accounts
135
Location
—
Watchstone Wealth Management LLC assets under management
Watchstone Wealth Management LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2017. It reports $66.8 million in regulatory assets under management and employs 1 people.
Watchstone Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Martin Greenberg Control | Member, President And Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Watchstone Wealth Management LLC manage?
Watchstone Wealth Management LLC reports $66.8 million in regulatory assets under management on its Form ADV.
How many employees does Watchstone Wealth Management LLC have?
Watchstone Wealth Management LLC reports 1 employees.
Does Watchstone Wealth Management LLC disclose fund performance?
Watchstone Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 347-993-3558 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$66.8M▲ 4%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$66.8Mregulatory AUM
Discretionary $66.8M