# Watchstone Wealth Management LLC

> Watchstone Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 172835
- Filed as: WATCHSTONE WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172835
- AdvisorCensus page: https://advisorcensus.com/firm/watchstone-wealth-management-llc-172835

## Quick answers

**How is Watchstone Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Watchstone Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Watchstone Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated February 18, 2026 states: Hourly rate: $100 to $150 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Watchstone Wealth Management LLC registered with the SEC or a state?**
Watchstone Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 172835.

**How much does Watchstone Wealth Management LLC manage?**
Watchstone Wealth Management LLC reports $66,766,156 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**How have Watchstone Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Watchstone Wealth Management LLC: Regulatory assets under management: $41,478,606 in the October 2021 data and $66,766,156 in the October 2026 data, up 61%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Watchstone Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (33); individuals (other than high net worth individuals) (32).

**Which custodians does Watchstone Wealth Management LLC use?**
Watchstone Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Watchstone Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172835

**Does Watchstone Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "Watchstone generally does not impose a minimum size for establishing a relationship."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: None

> Watchstone generally does not impose a minimum size for establishing a relationship.

- Hourly rate: $100 to $150 an hour (Financial Planning Services)

> Watchstone offers financial planning services on an hourly or fixed fee basis. Hourly fees range from $100 to $150 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $66,766,156
- Discretionary: $66,766,156
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $8,679,600 |
| High net worth individuals | 33 | $58,086,556 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- watchstonewm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $41,478,606 | 1 | August 2, 2021 |
| October 2022 | $45,692,999 | 1 | March 3, 2022 |
| October 2023 | $40,080,907 | 1 | February 10, 2023 |
| October 2024 | $51,982,492 | 1 | January 26, 2024 |
| October 2025 | $64,234,213 | 1 | January 30, 2025 |
| October 2026 | $66,766,156 | 1 | February 18, 2026 |

Regulatory assets under management: $41,478,606 in the October 2021 data and $66,766,156 in the October 2026 data, up 61%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Watchstone Wealth Management LLC (CRD 172835): Form ADV filing data as of October 2026.