Waterstone Wealth Advisors, LLC
● SEC registered since 2018CRD 139265SEC# 801-113302
Reg. AUM
$164.9M
Employees
1
Accounts
399
Location
—
Waterstone Wealth Advisors, LLC assets under management
Waterstone Wealth Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2018. It reports $164.9 million in regulatory assets under management and employs 1 people.
Waterstone Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Christopher Moynihan Control | Managing Member / Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Waterstone Wealth Advisors, LLC manage?
Waterstone Wealth Advisors, LLC reports $164.9 million in regulatory assets under management on its Form ADV.
How many employees does Waterstone Wealth Advisors, LLC have?
Waterstone Wealth Advisors, LLC reports 1 employees.
Does Waterstone Wealth Advisors, LLC disclose fund performance?
Waterstone Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 732-873-0433 |
| Fax | 732-362-7833 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$164.9M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$164.9Mregulatory AUM
Discretionary $152.4MNon-discretionary $12.5M