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SPRINGWATER ADVISORS, LLC
CRD 150034 · SEC 801-70064
800 NORTH SHORELINE BLVD., SUITE 2200 SOUTH, CORPUS CHRISTI, TX, 78401, United States
Phone
800-888-4894
Fax
361-888-9342
Registration
— (—)
Source
State registered
Total AUM
$114.5M
Discretionary AUM
$114.5M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; PORTFOLIO CONSULTING SERVICES
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersPORTFOLIO CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 40 | $47.3M |
| Corporations/business entities | 3 | $67.2M |
Official SEC filing: View on IAPD