Watermark Wealth Management, LLC

Watermark Wealth Management, LLC (CRD# 146530) is a financial advisory firm headquartered in Indianapolis, IN. They manage $68,995,923 in 124 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $556,419
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, TX

Financial Advisors at Watermark Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Nathan E. Carmany
CRD#: 4196539
5975 Castle Creek Parkway North Drive, Suite 355, Indianapolis, IN 46250
96
Wealthminder
score

Nathan Carmany (CRD# 4196539) is an Investment Advisor Representative working at Watermark Wealth Management, LLC in Indianapolis, IN and has over 16 years of experience in the finance industry. Nathan Carmany has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charles R. Skinner
CRD#: 2933971
5975 Castle Creek Parkway North Drive, Suite 355, Indianapolis, IN 46250
96
Wealthminder
score

Charles Skinner (CRD# 2933971) is an Investment Advisor Representative working at Watermark Wealth Management, LLC in Indianapolis, IN and has over 19 years of experience in the finance industry. Charles Skinner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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