1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WATERWAY WEALTH MANAGEMENT, L.L.C.

Map pinTHE WOODLANDS, TX
Phone281-363-0000
NotebookSEC #801-77571
Total AUM
$675.8M
Employees
11
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 WATERWAY
SUITE 500
THE WOODLANDS
TX 77380
United States
Operating Hours
9:00 A.M.-5 P.M.
Monday - Friday
Phone
281-363-0000

ReceiptFinancials

Total AUM
$675.8M
Accounts
1,073
Discretionary
$651.6M
Accounts
1,058
Non-Discretionary
$24.1M
Accounts
15

ContactClients

View more in analytics →

Individual Clients
15
AUM
$32.9M
HNW Individual Clients
124
AUM
$642M
Corporation or Business Clients
3
AUM
$829.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COLATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account