# WATERMARK ASSET MANAGEMENT, INC.

WATERMARK ASSET MANAGEMENT, INC. of SAN RAMON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108407
- Type: SEC-registered investment adviser
- SEC file number: 801-57796
- Location: 2010 CROW CANYON PLACE, STE. 210, SAN RAMON, CA, 94583
- Phone: 925-648-4730
- Latest filing: 2019-01-14
- Regulatory AUM: $408.1M
- Discretionary AUM: $408.1M
- Clients: 10
- Accounts: 1,146

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| MILLER MARK IRWIN | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MILLER BARBARA LOUISE | BOARD MEMBER; CORPORATE SECRETARY | — |
| LAI ERIC TINGWOEI | SHAREHOLDER; VICE PRESIDENT | — |
| COSTELLO ROSANNE | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108407/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108407/similar
- Related entities: https://search.stillhousedata.com/firm/108407/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108407

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.