WATCHSTONE WEALTH MANAGEMENT LLC

WATCHSTONE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 172835). Regulatory assets under management: $66.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

NameRoleLocation
David Martin GreenbergMEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER
GREENBERG DAVID MARTINMEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER

More on this firm