DEEPWATER ASSET MANAGEMENT, LLC

21 N. Third St., #250
Minneapolis, Minnesota 55401
Tel: 612-424-1393

About DEEPWATER ASSET MANAGEMENT, LLC

DEEPWATER ASSET MANAGEMENT, LLC, formally registered with the SEC as DEEPWATER ASSET MANAGEMENT, LLC. The firm was established in 07/29/2022. They have over 2 offices throughout the country.

DEEPWATER ASSET MANAGEMENT, LLC is a Minneapolis, Minnesota based Financial Planning firm with nearly $333,000,000 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316507
SEC#	801-126301
Assets Managed by Firm	$333,000,000
No. of Clients	8
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$333,000,000

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