WATERMARK WEALTH MANAGEMENT, LLC
CRD #146530 SEC #801-121723 INDIANAPOLIS, IN 317-805-0805
SEC Registered
Total AUM
$137.7M
Discretionary
$136.9M
Employees
2
Clients
51
Accounts
386
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2021 | $137.7M | $136.9M | $792.4K | 2 | 4 |
DateJun 2021
Total AUM$137.7M
Discretionary$136.9M
Non-Disc.$792.4K
Employees2
Clients4