|
⚲
|
| Keyboard |
| Waterstone Financial Advisory LLC
✚
|
|
|---|---|
| CRD # | 325012 |
| SEC # | 801-127693 |
| CIK # | |
| AUM | 262.5 M (2026-02-18) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 239-288-0977 |
| Address | 12597 New Brittany Blvd Fort Myers, FL 33907 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 218 | 73.5 |
| (b) Individuals (high net worth individuals) | 67 | 177.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 9.2 |
| (n) Other | 0 | 0.0 |
| Total | 954 | 262.5 |
| By Discretionary | ||
| Discretionary | 953 | 260.1 |
| Non-Discretionary | 1 | 2.4 |
| Total | 954 | 262.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.5 | |
| Total | 954 | 262.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Nerdwallet Wealth Partners LLC
✚
|
NY | 262.8 M |
|
Redwood Financial Network Corp
✚
|
OH | 262.8 M |
|
Semus Wealth Partners LLC
✚
|
FL | 262.7 M |
|
Salus Financial Advisors LLC
✚
|
262.6 M | |
|
Stark Wealth Management LLC
✚
|
PA | 262.5 M |
|
PFC Capital Group Inc
✚
|
CA | 262.5 M |
|
Charleston Financial Advisors LLC
✚
|
SC | 262.4 M |
|
Trippon Wealth Management Group LLC
✚
|
TX | 262.3 M |
|
Timecapital Investor Advisory Services Inc
✚
|
NY | 262.0 M |
|
J Team Financial Inc
✚
|
TX | 262.0 M |