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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Waterstone Wealth Advisors LLC
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| CRD # | 139265 |
| SEC # | 801-113302 |
| CIK # | |
| AUM | $150.0 M (2025-02-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 732-873-0433 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 35.4 |
| (b) Individuals (high net worth individuals) | 48 | 110.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.4 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 434 | 150.0 |
| By Discretionary | ||
| Discretionary | 400 | 137.3 |
| Non-Discretionary | 34 | 12.7 |
| Total | 434 | 150.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.0 | |
| Total | 434 | 150.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
XXEC Inc
✚
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OK | 0.2 |
|
SAS Financial Advisors LLC
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CA | 0.2 |
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VIMA LLC
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MI | 0.2 |
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RS Asset Management LLC
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CO | 0.2 |
|
Josh Arnold Investment Consultant LLC
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|
MN | 0.2 |
|
Excelsior Advisor Network LLC
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|
0.2 | |
|
Rydar Equities Inc
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|
TX | 0.1 |
|
Halberstadt Financial Consultants Inc
✚
|
NJ | 0.1 |
|
Wilhelm Financial Services PLLC
✚
|
0.1 | |
|
Yoffe Investment Management LLC
✚
|
PA | 0.1 |