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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 9, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CURTIS, JEFFREY, DAVID | I | MANAGING MEMBER | NA | Control |
| SKINNER, CHARLES, RICKY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOUR BLESSINGS, LLC | DE | MEMBER | B | |
| NEXT LEVEL CPA GROUP PC | DE | MEMBER | B | |
| PETOSKEY ENTERPRISES, LLC | DE | MEMBER | B | |
| SONS OF LIBERTY, LLC | DE | MEMBER | B | |
| VOLLMER ENTERPRISES, LLC | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BULTINCK, ANTHONY, THOMAS | I | FOUR BLESSINGS, LLC | E | Control |
| CURTIS, JEFFREY, DAVID | I | PETOSKEY ENTERPRISES, LLC | E | Control |
| LENTS, GARY, M | I | NEXT LEVEL CPA GROUP PC | E | Control |
| UTTERBACK, LEWIS, J | I | SONS OF LIBERTY, LLC | E | Control |
| VOLLMER, MARK, ALAN | I | VOLLMER ENTERPRISES, LLC | E | Control |
Registrations
Federal
IA
Jun 9, 2021 REGISTERED
Notice Filings (3)
FL IN TX
Address
5975 CASTLE CREEK PARKWAY NORTH DRIVESUITE 355
INDIANAPOLIS, IN 46250
United States
Phone: 317-805-0805