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Waterstone Private Wealth ManagementFinancial advisor in Owasso, OK

Waterstone Private Wealth Management is a financial advisor at 9500 N 129th E Ave Ste 106, Owasso, OK 74055, ranked #8 of 17 wealth managers in Owasso and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Owasso, OKUpdated 0 paid placements in any rankingHow we rank

Call (918) 272-1120Website ↗

Key facts

Key facts about Waterstone Private Wealth Management
Address9500 N 129th E Ave Ste 106, Owasso, OK 74055Get directions
Phone(918) 272-1120
Websitewaterstonewealth.com
HoursMonday to Friday: 9 AM – 4 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Wealth Managementbusiness name
  • Financial Plannersadditional Google category

Service area

Serves Owasso and 6 towns within 25 miles: Claremore, Tulsa, Broken Arrow, Sand Springs, Jenks and Bixby.

Based in Owasso, OKView on map

Opening hours

Opening hours for Waterstone Private Wealth Management
DayHours
Monday9 AM – 4 PM
Tuesday9 AM – 4 PM
Wednesday9 AM – 4 PM
Thursday9 AM – 4 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Waterstone Private Wealth Management

How is Waterstone Private Wealth Management ranked in Owasso?

Waterstone Private Wealth Management is ranked #8 of 17 wealth managers in Owasso by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Waterstone Private Wealth Management’s hours?

Waterstone Private Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Waterstone Private Wealth Management serve?

Serves Owasso and 6 towns within 25 miles: Claremore, Tulsa, Broken Arrow, Sand Springs, Jenks and Bixby. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Waterstone Private Wealth Management?

Waterstone Private Wealth Management has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Waterstone Private Wealth Management?

Call Waterstone Private Wealth Management on (918) 272-1120. The business is at 9500 N 129th E Ave Ste 106, Owasso, OK 74055. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Waterstone Private Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Waterstone Private Wealth Management (this business)—645.0 (4)NoNo
Talon Wealth#6644.6 (19)NoNo18.5 mi
Greater Works Wealth#7645.0 (9)NoNo13.1 mi
CastleRock Financial Advisors - A Wealth Management Team#9645.0 (3)NoNo5.1 mi

See all 17 ranked wealth managers in Owasso