LP Profile

Waterstone Wealth Advisors

Also known as waterstone wealth

Wealth ManagerSomerset, United StatesFounded 2006
$165M
Assets Under Management
Somerset
Headquarters
Investment Focus

About Waterstone Wealth Advisors

Waterstone Wealth Advisors is a wealth manager based in Somerset, US. Founded in 2006.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Waterstone Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$164.9M
Total Clients
399
Filing Date
February 16, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Waterstone Wealth Advisors?

Waterstone Wealth Advisors is a wealth manager based in Somerset, United States, managing approximately $165M in assets.

Where is Waterstone Wealth Advisors headquartered?

Waterstone Wealth Advisors is headquartered in Somerset, United States.

How much does Waterstone Wealth Advisors manage?

Waterstone Wealth Advisors manages approximately $165M in assets under management.

When was Waterstone Wealth Advisors founded?

Waterstone Wealth Advisors was founded in 2006.

How can I contact Waterstone Wealth Advisors?

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