# Watchstone Wealth Management

Watchstone Wealth Management is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** www.watchstonewm.com
- **LinkedIn:** linkedin.com/company/watchstone-wealth-management

## Regulatory record

- **CRD number:** 172835
- **SEC file number:** 801-110816
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-18T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172835

## About

Watchstone Wealth Management helps clients build financial futures with confidence. Its core belief is that satisfactory long-term returns come from owning a diversified, low cost, tax efficient portfolio based on an investor’s individual needs. The firm combines high service levels of full service brokerages with lower cost structures and the registered investment advisor framework, offering institutional-style asset management to individual investors.

## People

- David Greenberg — founder and president

## Questions

### How is Watchstone Wealth Management regulated?

The firm operates as a registered investment advisor, which subjects it to SEC or state-level regulation depending on its total regulatory assets under management. As an RIA, Watchstone is legally bound by a fiduciary standard, meaning it must act in its clients' best interests rather than simply recommending suitable products.

### What is Watchstone Wealth Management's geographic client concentration?

Based on its New York headquarters and a lack of satellite offices, the firm's client base is concentrated primarily in the New York metropolitan area. There is no public indication of a national or international wealth-management footprint.

## Related profiles

- [Watchman Group](https://altss.com/profile/watchman-group)
- [Watchtower Bible & Tract Society of New York](https://altss.com/profile/watchtower-bible-tract-society-of-new-york)

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Last updated: 2026-08-11T15:08:32.892Z

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