Watchstone Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 172835
- Registered since
- July 18, 2017
- Website
- www.watchstonewm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87%
- Individuals13%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Watchstone Wealth Management LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small-business owners. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and operates as an owner-led LLC. Since its SEC registration in 2017, Watchstone has shown a clear preference for public equities as the core of client portfolios, implementing those exposures largely through exchange-traded instruments and separately managed account structures. The firm does not identify as an ESG investor and concentrates on a domestic, individual-and-family client base rather than institutional mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents5%
Contacts
1 of 1
David Greenberg
PresidentCRD 5350852
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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