Overview
Assets Under Management: $553 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 55
Average Client Assets: $10 million
Frequently Asked Questions
WATERWAY WEALTH MANAGEMENT, L.L.C. 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 #164975), WATERWAY WEALTH MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
WATERWAY WEALTH MANAGEMENT, L.L.C. is headquartered in THE WOODLANDS, TX.
WATERWAY WEALTH MANAGEMENT, L.L.C. serves 55 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, WATERWAY WEALTH MANAGEMENT, L.L.C. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
WATERWAY WEALTH MANAGEMENT, L.L.C. manages $553 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, WATERWAY WEALTH MANAGEMENT, L.L.C. 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: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.85
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 948
Discretionary Accounts: 932
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 164975
Last Filing Date: 2025-02-18 00:00:00
Website: https://waterwaywealth.com