WATERWAY WEALTH MANAGEMENT, L.L.C.
SEC Form ADV profile.
Total regulatory AUM
$675,772,806
Discretionary
$651,637,680
Non-discretionary
$24,135,126
Firm details
- CRD number
- 164975
- SEC file number
- 801-77571
- Main office
- THE WOODLANDS, TX, United States
- Employees
- 11
- SEC status
- Approved
- Website
- HTTPS://WWW.WATERWAYWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.