# WATERSTONE WEALTH ADVISORS, LLC

WATERSTONE WEALTH ADVISORS, LLC of SOMERSET, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 139265
- Type: SEC-registered investment adviser
- SEC file number: 801-113302
- Location: 1715 AMWELL ROAD, 2ND FLOOR, SOMERSET, NJ, 08873
- Phone: 732-873-0433
- Latest filing: 2026-02-16
- Regulatory AUM: $164.9M
- Discretionary AUM: $152.4M
- Non-discretionary AUM: $12.5M
- Clients: 1
- Accounts: 399

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| John Christopher Moynihan | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| MOYNIHAN MICHAEL CHRISTOPHER | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139265/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139265/similar
- Related entities: https://search.stillhousedata.com/firm/139265/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139265

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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.