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Waterstone Private Wealth Management

Waterstone Private Wealth Management

(918) 272-1120

Waterstone Private Wealth Management

18 years in business
9500 N. 129th St., Ste. 106
Owasso, OK 74055
BBB File Opened: 04/02/2009
Business Started: 01/01/1999
Business Started Locally: 01/01/1999
Business Incorporated: 01/01/2004 in OK
Type of Entity
Contact Information
  • Principal: Mrs. Melanie Hasty-Grant, Manging Principle
Business Category
  • Financial Services
  • Financial Planning Consultants
  • Annuities
  • Insurance Consultants
  • Investment Securities
  • Mutual Funds
  • Pension & Profit Sharing Plans
  • Retirement Planning Service
  • Stock & Bond Brokers
  • Insurance Services - Commercial
  • Investment Management
  • Business Consultants
  • Estate Planning & Management

Alternate Business Names
  • Global Wealth Management
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 


BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

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BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Waterstone Private Wealth Management


Waterstone Private Wealth Management

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