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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.

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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

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals32$8.7M
High net worth individuals33$58.1M

States served

CA, NY

All web addresses on file

Official SEC filing: View on IAPD