Waterstone Private Wealth Management

Financial Services • Owasso, Oklahoma, United States • 1-10 Employees

Company overview

Headquarters	9500 129th East Ave., Owasso, OK 74055, US
Phone number	+19999999999
Website	waterstonewealth.com
NAICS	52
SIC	628
Keywords	Private Wealth Management, Retirement Planning, Estate Planning, Small Business Financial Planning
Employees	1-10
Socials

Key Contacts at Waterstone Private Wealth Management

Ken Grant

Owner

Triston Hasty-Grant

Wealth Advisor, Director Of Business Development

Elizabeth Guillen

Director Of First Impressions

Waterstone Private Wealth Management Email Formats

Waterstone Private Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@waterstonewealth.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@waterstonewealth.com	66.7%
{first name}	john@waterstonewealth.com	33.3%

About Waterstone Private Wealth Management

Have you planned for retirement? We’re one of Tulsa’s premier #Investment Couple. Featured Nationally on FOX Business News, Wall Street Journal, CNBC & more! With more than 12 years of experience in wealth management, Waterstone Private Wealth Management is the principal provider of comprehensive services to help work toward the unique risk-management needs of retirees and pre-retiree’s. In other words, we’ve got your back. Services include: Asset Management Retirement Planning Insurance Estate Planning 401k Rollovers Specialized Services for: Retirees Business Owners Executives Physicians Client Base Includes: Individuals Families Small Businesses Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC. (For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above.) Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks and have not been reviewed by Cetera Advisor Networks as to accuracy or completeness.

Waterstone Private Wealth Management revenue & valuation

Annual revenue	$15,900,000
Revenue per employee	$1,976,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$50,600,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Founder/Owner

Employees by Department

Waterstone Private Wealth Management has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

Waterstone Private Wealth Management has never raised funding before.

Waterstone Private Wealth Management Tech Stack

Discover the technologies and tools that power Waterstone Private Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Cloudflare Bot Management

Security

Gravity Forms

Form builders

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

WP Rocket

Caching

WordPress

Blogs

Tailwind CSS

UI frameworks

MySQL

Databases

Wistia

Video players

WP Engine

Hosting

Frequently asked questions

Waterstone Private Wealth Management is located in Owasso, Oklahoma, US.

You can reach Waterstone Private Wealth Management at +19999999999.

Waterstone Private Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.