Waterstone Financial Advisory LLC
Waterstone Financial Advisory LLC is an SEC-registered mass-market adviser in Fort Myers, FL with $262.5M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Waterstone Financial Advisory LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325012, SEC 801-127693, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $262.5M (2026-02-18)
- Firm type
- Mass-Market Adviser
- Location
- Fort Myers, FL
- Employees
- 5
- Clients
- 291
- CRD
- 325012
- Ownership
- GALLAGHER, JAMES, S; GALLAGHER, JAMES, STUART; Young, Karly; McGrath, Phillip, Taylor; MOORE, KARLY, ANN
How much AUM does Waterstone Financial Advisory LLC have?
Waterstone Financial Advisory LLC reported $262.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Waterstone Financial Advisory LLC?
Disclosed owners and executives of Waterstone Financial Advisory LLC include GALLAGHER, JAMES, S, GALLAGHER, JAMES, STUART, Young, Karly, McGrath, Phillip, Taylor, MOORE, KARLY, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.