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| Keyboard |
| Watts Capital Partners LLC
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|---|---|
| CRD # | 149049 |
| SEC # | 801-78813 |
| CIK # | |
| AUM | 65.1 M (2026-04-30) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-879-0954 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 11.1 |
| (b) Individuals (high net worth individuals) | 29 | 51.6 |
| (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 | 0.0 |
| (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 | 2 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 73 | 65.1 |
| By Discretionary | ||
| Discretionary | 72 | 65.0 |
| Non-Discretionary | 1 | 0.1 |
| Total | 73 | 65.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 65.1 | |
| Total | 73 | 65.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Innovative Family Office LLC
✚
|
NY | 65.8 M |
|
SB Investment Partners LLC
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65.4 M | |
|
Long Island Financial LLC
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NY | 65.2 M |
|
Capital Area Planning Group LLC
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DC | 64.8 M |
|
Empiric Advisors Inc
✚
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TX | 64.7 M |
|
Build Asset Management LLC
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|
MO | 64.6 M |
|
Goldstandard Wealth Private Limited
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|
64.6 M | |
|
MCA Cross Border Capital Inc
✚
|
64.6 M | |
|
Mint Asset Management LLC
✚
|
NY | 64.5 M |
|
Achieve Retirement & Wealth Management LLC
✚
|
CT | 64.4 M |