Waterstone Wealth Advisors, LLC
Waterstone Wealth Advisors, LLC is an SEC-registered wealth manager with $164.9M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Waterstone Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139265, SEC 801-113302, data through 2026-02-16.
- AUM (assets under management / regulatory AUM)
- $164.9M (2026-02-16)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 148
- CRD
- 139265
- Ownership
- MOYNIHAN, JOHN, CHRISTOPHER; BERNSTEIN, DANIEL, ADAM
How much AUM does Waterstone Wealth Advisors, LLC have?
Waterstone Wealth Advisors, LLC reported $164.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-16).
Who owns Waterstone Wealth Advisors, LLC?
Disclosed owners and executives of Waterstone Wealth Advisors, LLC include MOYNIHAN, JOHN, CHRISTOPHER, BERNSTEIN, DANIEL, ADAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.