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Home > Retirement Planners > texas > the woodlands > WATERWAY WEALTH MANAGEMENT, L.L.C.
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 |
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|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
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