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WATERMARK GROUP, INC.

PRINCETON, NJ · CRD 108272 · IAPD ↗ · watermarkgroup.com · (609) 683-8200

$3.82BRegulatory AUM
8Advisory reps
22Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2025 — WATERMARK GROUP, INC. reported RAUM up 60% ($2.57B -> $4.10B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.