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WATTS CAPITAL PARTNERS LLC
CRD 149049 · SEC 801-78813
NY, United States
Phone
212-879-0954
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$65.1M
Discretionary AUM
$65.0M
Team
5 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $11.1M |
| High net worth individuals | 29 | $51.6M |
| Corporations/business entities | 2 | $2.4M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD