PPrivate Fund Data Log in Join · $37/mo

Watchstone Wealth Management LLC

● SEC registered since 2017CRD 172835SEC# 801-110816
Export (members)
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.
www.watchstonewm.comView on SEC.gov ↗

Watchstone Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
David Martin Greenberg ControlMember, President And Chief Compliance OfficerOver 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

Phone347-993-3558
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$66.8M
Non-discretionary$0
Total (RAUM)$66.8M