← Tributary

WATTS CAPITAL PARTNERS LLC

· CRD 149049 · IAPD ↗ · 212-879-0954

$75.0MRegulatory AUM
5Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — WATTS CAPITAL PARTNERS LLC reported RAUM down 27% ($100.0M -> $72.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
July 2024 — WATTS CAPITAL PARTNERS LLC reported RAUM down 76% ($423.9M -> $100.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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