WATERSTONE WEALTH ADVISORS, LLC
SEC file number 801-66453
· SOMERVILLE, NJ
https://waterstonemortgage.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$69.8M
Discretionary AUM
$59.8M
Employees
—
Clients
200
Firm
- Address
- 21 WEST HIGH STREET
SOMERVILLE, NJ 08876 - Phone
- —
- Website
- https://waterstonemortgage.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 27, 2026
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FourStar Wealth Advisors, LLC · D · May 14, 2025
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Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 28, 2025