WATERWAY WEALTH MANAGEMENT, L.L.C.

21 Waterway
Suite 500
The Woodlands, Texas 77380
Tel: 281-363-0000

About WATERWAY WEALTH MANAGEMENT, L.L.C.

WATERWAY WEALTH MANAGEMENT, LLC, formally registered with the SEC as WATERWAY WEALTH MANAGEMENT, LLC. The firm was established in 02/04/2013. They have over 1 offices throughout the country.

WATERWAY WEALTH MANAGEMENT, L.L.C. is a The Woodlands, Texas based Financial Planning firm with nearly $552,789,475 assets under management, offering retirement planning & investment advisory services to 948 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164975
SEC#	801-77571
Assets Managed by Firm	$552,789,475
No. of Clients	948
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	948	$552,789,475
Individuals (other than high net worth individuals)	136	$26,337,266
High net worth individuals	55	$524,322,575
Pension and profit sharing plans	3	$2,129,634

More Retirement Planning firms in The Woodlands, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BLACKROCK CAPITAL MANAGEMENT, INC. 100 Bellevue Parkway Wilmington, DE, 19809	$110,923,554,810	39	208
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway Wilmington, DE, 19809	$50,708,850,726	129	26
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001	$16,496,928,966	3487	137
WILMINGTON FUNDS MANAGEMENT CORPORATION 1100 North Market Street Wilmington, DE, 19890-0001	$14,772,401,948	10	35
DUPONT CAPITAL MANAGEMENT Chestnut Run Plaza Building C735-1, 974 Centre Road Wilmington, DE, 19805	$12,393,033,000	6	36

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