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WATCHSTONE WEALTH MANAGEMENT LLC
CRD 172835 · SEC 801-110816
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$66.8M
Discretionary AUM
$66.8M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $8.7M |
| High net worth individuals | 33 | $58.1M |
States served
CA, NY
All web addresses on file
Official SEC filing: View on IAPD