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- Custodian
- Capital Group · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-30-2009
- Office Locations
- 1
Office Locations
About Watts Capital Partners LLC
Watts Capital Partners is a New York-based fiduciary advisor focused on protecting and growing the wealth of private families. The firm delivers integrated financial planning and implementation, investment management, and tax planning, with specialized experience supporting business owners and individuals navigating divorce. Portfolios are tailored to client goals and constraints, combining core stock and bond allocations with expertise in complex alternatives such as real estate, hedge funds, direct investments, and private equity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
THOMAS WYNNE WATTS IV
--
- CRD
- #2598112
- Ownership
- 75% or more
Ty Richard Buckelew
Chief Compliance Officer, Chief Executive Officer, CHIEF OPERATING OFFICER, Managing Member
- CRD
- #2827072
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,030,939 | $903,207 |
| Non-Discretionary | $74,515 | $74,515 |
| Total | $65,105,454 | $891,856 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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