SPRINGWATER WEALTH MANAGEMENT, LLC

5335 Meadows Road
Suite 240
Lake Oswego, Oregon 97035
Tel: 888-998-4796

About SPRINGWATER WEALTH MANAGEMENT, LLC

SPRINGWATER WEALTH MANAGEMENT, LLC, formally registered with the SEC as SPRINGWATER WEALTH MANAGEMENT, LLC. The firm was established in 06/06/2014. They have over 2 offices throughout the country.

SPRINGWATER WEALTH MANAGEMENT, LLC is a Lake Oswego, Oregon based Financial Planning firm with nearly $168,700,605 assets under management, offering retirement planning & investment advisory services to 433 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167539
SEC#	801-79766
Assets Managed by Firm	$168,700,605
No. of Clients	433
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	433	$168,700,605
Individuals (other than high net worth individuals)	58	$29,499,712
High net worth individuals	47	$112,824,262
Pension and profit sharing plans	13	$25,912,457
Charitable organizations	Fewer than 5 clients	$464,174

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