Watchstone Wealth Management LLC
Watchstone Wealth Management LLC (CRD# 172835) is a financial advisory firm headquartered in , . They manage $51,982,492 in 116 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Watchstone Wealth Management LLC
By the Numbers
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Total Assets Under Management52MILLION
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Total Number of Accounts116ACCOUNTS
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Average Account Value$448,125
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NY
Financial Advisors at Watchstone Wealth Management LLC
1
David Greenberg (CRD# 5350852) is an Investment Advisor Representative working at Watchstone Wealth Management LLC in New York, NY and has over 15 years of experience in the finance industry.
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