WATERSTONE WEALTH ADVISORS, LLC

1 registered advisor·CRD# 139265
SEC# 801-1133020732-873-0433
01

Firm Overview

AUM
$136M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WATERSTONE WEALTH ADVISORS, LLC

1 registered advisor
John Christopher Moynihan
SOMERVILLE, New Jersey
05

Office Locations

SOMERVILLE, New Jersey
1 advisor

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Data sourced from SEC Form ADV filings. WATERSTONE WEALTH ADVISORS, LLC (CRD# 139265) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.