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WATERSTONE PRIVATE WEALTH MANAGEMENT

EIN 65-1219221-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
7
9500 N 129TH EAST AVE STE 106 - OWASSO, OK 740555376918-272-1120waterstonewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.3M - 7 part

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Retirement#001

WATERSTONE PRIVATE WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$1.3M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WATERSTONE PRIVATE WEALTH MANAGEMENT 401(K) PLAN401k$1.3M72025
Retirement plans
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