Overview
Assets Under Management: $141 million
Headquarters: LITTLE ELM, TX
High-Net-Worth Clients: 44
Average Client Assets: $2 million
Frequently Asked Questions
WATER VALLEY INVESTMENT ADVISORS, 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 #116936), WATER VALLEY INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
WATER VALLEY INVESTMENT ADVISORS, INC. is headquartered in LITTLE ELM, TX.
WATER VALLEY INVESTMENT ADVISORS, INC. serves 44 high-net-worth clients according to their SEC filing dated November 13, 2025. View client details ↓
According to their SEC Form ADV, WATER VALLEY INVESTMENT ADVISORS, INC. offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
WATER VALLEY INVESTMENT ADVISORS, INC. manages $141 million in client assets according to their SEC filing dated November 13, 2025.
According to their SEC Form ADV, WATER VALLEY INVESTMENT ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.52
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 151
Discretionary Accounts: 151
Regulatory Filings
CRD Number: 116936
Filing ID: 2027545
Last Filing Date: 2025-11-13 17:08:36
Website: 2