Overview
Assets Under Management: $286 million
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Frequently Asked Questions
GOLD MEDAL WATERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132294), GOLD MEDAL WATERS, INC. is subject to fiduciary duty under federal law.
GOLD MEDAL WATERS, INC. serves 89 high-net-worth clients according to their SEC filing dated January 23, 2026. View client details ↓
According to their SEC Form ADV, GOLD MEDAL WATERS, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
GOLD MEDAL WATERS, INC. manages $286 million in client assets according to their SEC filing dated January 23, 2026.
According to their SEC Form ADV, GOLD MEDAL WATERS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 666
Discretionary Accounts: 659
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 132294
Filing ID: 2044067
Last Filing Date: 2026-01-23 18:54:52