Waterstone Wealth Advisors, LLC

Overview

Waterstone Wealth Advisors, LLC is an independent, individual-owned registered advisory firm focused on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm operates on a fee model that includes a percentage of AUM, hourly charges and fixed fees. It is not a multi-state adviser, not a pension consultant, and does not act as a capital allocator; instead it leans on third‑party managers and pooled vehicles for most exposures. Investment activity centers on public pooled investments—primarily mutual funds and other public funds—supplemented by selected alternative exposures. The firm does not position itself as an ESG-focused investor. Given the mix of fee types and the client base, its approach appears targeted at delivering holistic planning and discretionary portfolio management while retaining flexibility to use non‑discretionary engagements and hourly advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices