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Waterstone Wealth Advisors, LLC

Waterstone Wealth Advisors, LLC is a RIA based in Somerville, NJ with $93M 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.

Advisors (1)

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Name Start Date
John Christopher Moynihan Apr 2006
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$93.1M
Total Assets
154
Accounts
$604.3K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*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.

Ownership

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*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.

Executives and Control Persons

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Name Title Tenure Date
John Christopher Moynihan Managing Member / Chief Compliance Officer 04/01/2006

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
21 West High Street
Somerville , NJ 08876
Phone Number: 732-873-0433
Other Offices Address City State Zip
21 West High Street Somerville NJ 08876

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees