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WATCHSTONE WEALTH MANAGEMENT LLC

· CRD 172835 · IAPD ↗ · watchstonewm.com · 347-993-3558

$66.8MRegulatory AUM
1Advisory reps
1Employees
5Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — WATCHSTONE WEALTH MANAGEMENT LLC now reports custody of client assets ($28,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
February 2024 — WATCHSTONE WEALTH MANAGEMENT LLC reported RAUM up 30% ($40.1M -> $52.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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