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Building 2SPRINGWATER WEALTH MANAGEMENT, LLC

Map pinLAKE OSWEGO, OR
Phone888-998-4796
NotebookSEC #801-79766
Total AUM
$203.9M
Employees
2
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5335 MEADOWS ROAD
SUITE 240
LAKE OSWEGO
OR 97035
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
888-998-4796
Other Offices
1

ReceiptFinancials

Total AUM
$203.9M
Accounts
406
Discretionary
$165.4M
Accounts
361
Non-Discretionary
$38.5M
Accounts
45

ContactClients

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Individual Clients
56
AUM
$32.9M
HNW Individual Clients
53
AUM
$135.8M
Pension/Profit Sharing Plan Clients
9
AUM
$35.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

HandshakeAffiliates

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

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