FORT MYERS, FLCRD 325012Latest ADV February 18, 2026
Waterstone Financial Advisory LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Myers, FL. Its latest Form ADV filing, dated February 18, 2026, reports $262M in regulatory assets under management, 5 employees, and 954 accounts.
Assets Under Management
$262M
Employees
5
Offices
--
Total Clients
291
Primary office
FORT MYERS, FL
12597 NEW BRITTANY BLVD, FORT MYERS, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.9% of total clients.
Top client categories% of clientsClients
1
Individuals
74.9%
218
2
HNWI
23.0%
67
3
Corporations
1.7%
5
4
Pension Plans
0.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$262Mas of February 18, 2026
Discretionary99.1%
$260M
99% of total RAUM99.1%
Non-discretionary0.9%
$2M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$262M
Total Accounts954
10Y AUM Change+$262M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee58:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.