$66.8M Total AUM
$66.8M Disc. AUM
18.5% 3Y CAGR
1 Employees
70 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-22-2014
- Office Locations
- 1
Office Locations
-- NEW York NY
About Watchstone Wealth Management LLC
Watchstone Wealth Management is a New York–based RIA providing wealth management, financial planning, and institutional-style asset management for individual investors. Portfolios emphasize diversification, low costs, and tax efficiency, with exchange-traded funds central to implementation. The firm pairs high-touch advice with a Schwab-based custody platform and RIA cost structure focused on risk reduction.
Team overview
55 AVG AGE
$66.8M AVG AUM / ADVISOR
$953.8K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
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Technology
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Owner & Executives
D
DAVID MARTIN GREENBERG
Chief Compliance Officer, President
- CRD
- #5350852
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,766,156 | $494,564 |
| Non-Discretionary | $0 | -- |
| Total | $66,766,156 | $494,564 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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