WATERMARK GROUP, INC.
C19
CRD 108272·SEC 801-37258·PRINCETON, NJ
AUM
$3.82B
$1B+
Est. Revenue
$38.2M
@ 1% on AUM
Est. EBITDA
$11.5M
@ 30% margin
Est. Deal Value
$91.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.91B
'21 · $2.53B
'22 · $2.35B
'23 · $2.61B
'25 · $4.10B
'26 · $3.82B
'20'26
$1.91B → $3.82B▲ +100%
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 7 advisors
'23 · 6 advisors
'25 · 8 advisors
'26 · 8 advisors
'20'26
5 advisors → 8 advisors▲ +60%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2026-01-022026-01-02 · 0000902664-26-000002
2025-01-032025-01-03 · 0000902664-25-000022
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
C/O WATERMARK GROUP, INC.47 HULFISH STREET, SUITE 201PRINCETON, NJ 08542
Business
C/O WATERMARK GROUP, INC.47 HULFISH STREET, SUITE 201PRINCETON, NJ 08542
Edgar Recent Filings
D/A2026-01-02 · 0000902664-26-000002
D/A2025-01-03 · 0000902664-25-000022