WATERSTONE FINANCIAL ADVISORY LLC
CRD #325012 SEC #801-127693 FORT MYERS, FL 239-288-0977
SEC Registered
Total AUM
$225.6M
Discretionary
$223M
Employees
5
Clients
26
Accounts
901
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $225.6M | $223M | $2.7M | 5 | 0 |
| Apr 2025 | $225.6M | $223M | $2.7M | 6 | 0 |
| Feb 2025 | $225.6M | $223M | $2.7M | 6 | 0 |
| Feb 2025 | $225.6M | $223M | $2.7M | 6 | 0 |
| Dec 2024 | $181.4M | $174.1M | $7.3M | 6 | 0 |
| Nov 2024 | $181.4M | $174.1M | $7.3M | 7 | 0 |
| Jun 2024 | $181.4M | $174.1M | $7.3M | 6 | 0 |
| Apr 2024 | $181.4M | $174.1M | $7.3M | 6 | 0 |
| Feb 2024 | $181.4M | $174.1M | $7.3M | 6 | 0 |
| Jan 2024 | $170M | $170M | $0 | 6 | 0 |
| Jan 2024 | $170M | $170M | $0 | 6 | 0 |
| Nov 2023 | $170M | $170M | $0 | 6 | 0 |
| Nov 2023 | $170M | $170M | $0 | 6 | 0 |
| Aug 2023 | $170M | $170M | $0 | 6 | 0 |
| Aug 2023 | $170M | $170M | $0 | 6 | 0 |
| Jun 2023 | $0 | $0 | $0 | 6 | 0 |
| Mar 2023 | $0 | $0 | $0 | 2 | 0 |
| Mar 2023 | $0 | $0 | $0 | 2 | 0 |
DateJul 2025
Total AUM$225.6M
Discretionary$223M
Non-Disc.$2.7M
Employees5
Clients0
DateApr 2025
Total AUM$225.6M
Discretionary$223M
Non-Disc.$2.7M
Employees6
Clients0
DateFeb 2025
Total AUM$225.6M
Discretionary$223M
Non-Disc.$2.7M
Employees6
Clients0
DateFeb 2025
Total AUM$225.6M
Discretionary$223M
Non-Disc.$2.7M
Employees6
Clients0
DateDec 2024
Total AUM$181.4M
Discretionary$174.1M
Non-Disc.$7.3M
Employees6
Clients0
DateNov 2024
Total AUM$181.4M
Discretionary$174.1M
Non-Disc.$7.3M
Employees7
Clients0
DateJun 2024
Total AUM$181.4M
Discretionary$174.1M
Non-Disc.$7.3M
Employees6
Clients0
DateApr 2024
Total AUM$181.4M
Discretionary$174.1M
Non-Disc.$7.3M
Employees6
Clients0
DateFeb 2024
Total AUM$181.4M
Discretionary$174.1M
Non-Disc.$7.3M
Employees6
Clients0
DateJan 2024
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees6
Clients0
DateJan 2024
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0