Watchtower Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,750,000
Total clients
70
9% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
70
Average account size
$353,571
About
Watchtower Wealth Management, Inc. is a small, independent advisory firm that serves individuals and high‑net‑worth individuals across roughly 70 client relationships. It offers ongoing portfolio management and financial planning, generally recommending mutual funds, fixed income, ETFs, REITs, annuities and related investments.
The firm documents client goals and risk tolerances in individualized Investment Policy Statements and manages accounts on a discretionary or non‑discretionary basis, with quarterly monitoring and reporting. Its stated methods combine charting, fundamental, quantitative and technical analysis, and may employ long‑ and short‑term trading, options, margin and other strategies that the brochure identifies as carrying material risks.
Distinctive for a solo independent adviser, the brochure discloses an affiliation with an accounting professional and that the principal is licensed to sell insurance, and it identifies custodians used specifically for retirement plans and small 401(k) plans — indicating the firm accepts pension/profit‑sharing plan work. Those affiliations and the explicit retirement‑plan custodial arrangements suggest capacity to advise plan sponsors or similar institutional clients in addition to individual households.
Client services
Expertise
Fee options
Fixed fees between $500 and $2,500 for financial planning
$0 - $300,000: 1.30% $300,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Main office location
Watchtower Wealth Management, Inc.
206 South Market Street, Ste. 201
Elizabethtown PA 17022, United States
Number of offices
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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