The Watchman Group, Inc.
The Watchman Group, Inc. is an SEC-registered wealth manager in Plano, TX with $639.7M assets under management (AUM, regulatory AUM), +11% over one year. See who owns The Watchman Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133690, SEC 801-63818, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $639.7M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Plano, TX
- Employees
- 8
- Clients
- 264
- CRD
- 133690
- Ownership
- ROBINSON, JANELL, LEIGH; ROBINSON, MARK, GLENHELM; FITZSIMMONS, MATTHEW, EDWARD
How much AUM does The Watchman Group, Inc. have?
The Watchman Group, Inc. reported $639.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns The Watchman Group, Inc.?
Disclosed owners and executives of The Watchman Group, Inc. include ROBINSON, JANELL, LEIGH, ROBINSON, MARK, GLENHELM, FITZSIMMONS, MATTHEW, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.