Watts Capital Partners LLC
● SEC registered since 2013CRD 149049SEC# 801-78813
Reg. AUM
$65.1M
Employees
5
Accounts
73
Location
—
Watts Capital Partners LLC assets under management
Watts Capital Partners LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2013. It reports $65.1 million in regulatory assets under management and employs 5 people.
Watts Capital Partners LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Franklin Waung | Member | Under 5% | 2021 |
| Michael Markoff George | Senior Wealth Manager | Under 5% | 2019 |
| Olivia Watts | Director Of Marketing | Under 5% | 2024 |
| Sandra Teresa Turner | Senior Wealth Manager | Under 5% | 2019 |
| Thomas Wynne Watts Control | Managing Member Cco | Over 75% | 2008 |
| Ty Richard Buckelew | Chief Operating Officer | Under 5% | 2021 |
Frequently asked questions
How much does Watts Capital Partners LLC manage?
Watts Capital Partners LLC reports $65.1 million in regulatory assets under management on its Form ADV.
How many employees does Watts Capital Partners LLC have?
Watts Capital Partners LLC reports 5 employees.
Does Watts Capital Partners LLC disclose fund performance?
Watts Capital Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 212-879-0954 |
| Office hours | 9:00 a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$65.1M▼ 11%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,306 advisers
EmployeesTop 62%
More than 38% of 16,824 advisers
Assets under management
$65.1Mregulatory AUM
Discretionary $65MNon-discretionary $75K