|Waterstone Wealth Advisors, LLC is a RIA based in Somerville, NJ with $83M in AUM and with 1 advisor nationwide. John Christopher Moynihan is the majority owner of the firm and has been in this role with the firm since 2006.|
|John Christopher Moynihan||Apr 2006|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- John Christopher Moynihan (75% or more)
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|John Christopher Moynihan||Managing Member / Chief Compliance Officer||04/01/2006|
No firm affiliates listed.
21 West High Street
Somerville , NJ 08876
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees