WATERSTONE WEALTH ADVISORS, LLC

Phone

732-873-0433

Fax

732-362-7833

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$164.9M

Discretionary AUM

$152.4M

Team

1 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-16

Disciplinary history

No