WATEREQUITY LLC

117 W. 20th Street
Suite 204
Kansas City, Missouri 64108-1825
Tel: 816-800-8100

About WATEREQUITY LLC

WATEREQUITY LLC, formally registered with the SEC as WATEREQUITY LLC. The firm was established in 05/28/2021. They have over 1 offices throughout the country.

WATEREQUITY LLC is a Kansas City, Missouri based Financial Planning firm with nearly $322,201,973 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 39 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281955
SEC#	801-121365
Assets Managed by Firm	$322,201,973
No. of Clients	5
No. of Advisors	39

Fee Structure

A percentage of AUM
Performance Based
Other (ACQUISITION AND MONITORING FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$322,201,973

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