| Name | Title | Ownership | Since |
|---|---|---|---|
| John Christopher Moynihan Control | Managing Member / Chief Compliance Officer | Over 75% | 2006 |
Waterstone Wealth Advisors, LLC reports $150 million in regulatory assets under management on its Form ADV.
Waterstone Wealth Advisors, LLC reports 1 employees.
Waterstone Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $137.3M |
| Non-discretionary | $12.7M |
| Total (RAUM) | $150M |