# WATERMARK WEALTH MANAGEMENT, LLC

WATERMARK WEALTH MANAGEMENT, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 146530
- Type: SEC-registered investment adviser
- SEC file number: 801-121723
- Location: 5975 CASTLE CREEK PARKWAY NORTH DRIVE, SUITE 355, INDIANAPOLIS, IN, 46250
- Phone: 317-805-0805
- Latest filing: 2021-06-09
- Regulatory AUM: $137.7M
- Discretionary AUM: $136.9M
- Non-discretionary AUM: $792K
- Clients: 2
- Accounts: 386

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| SKINNER CHARLES RICKY | CHIEF COMPLIANCE OFFICER | — |
| BULTINCK ANTHONY THOMAS | MANAGING MEMBER | — |
| CURTIS JEFFREY DAVID | MANAGING MEMBER | — |
| UTTERBACK LEWIS J | MANAGING MEMBER | — |
| VOLLMER MARK ALAN | MANAGING MEMBER | — |
| LENTS GARY M | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146530/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146530/similar
- Related entities: https://search.stillhousedata.com/firm/146530/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146530

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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.