WATCHSTONE WEALTH MANAGEMENT LLC
  • WATCHSTONE WEALTH MANAGEMENT LLC

Adviser Profile

As of Date 02/18/2026
Registration SEC, Approved, 07/18/2017
Other registrations (2)
Contact Info 347 xxxxxxx
Websites
AUM* 66,766,156 28%
of that, discretionary 66,766,156 28%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 494,564 10%
% High Net Worth 50.77% -3%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

67M 57M 48M 38M 29M 19M 10M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser RFG WEALTH ADVISORY Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM476.7m #Funds-
Adviser STONEMARK WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM609.8m #Funds-
Adviser BELLWETHER WEALTH Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM784.0m #Funds-
Adviser BERKSHIRE MONEY MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.2b #Funds-
Adviser ABACUS WEALTH PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund11.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV11.6m AUM3.6b #Funds1
Adviser NEIRG WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM899.3m #Funds-
Adviser PILLAR FINANCIAL ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM357.9m #Funds-
Adviser LEDGE WEALTH Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM350.9m #Funds-
Adviser DENTIST ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM504.0m #Funds-
Adviser RB CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM930.6m #Funds-