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WATERROCK GLOBAL ASSET MANAGEMENT
CRD 151309 · SEC 801-70531
29 148TH AVE SE, BELLEVUE, WA, 98007, United States
Phone
425-698-1463
Fax
425-698-1464
Registration
— (—)
Source
State registered
Total AUM
$73.1M
Discretionary AUM
$73.1M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $12.4M |
| High net worth individuals | 53 | $60.7M |
All web addresses on file
- https://www.google.com/search?q=waterrock+global+asset+management
- HTTP://WWW.WATERROCKGLOBAL.COM
- https://www.linkedin.com/company/waterrock-global-asset-management-llc./
- https://twitter.com/waterrockglobal
- https://www.yelp.com/biz/adam-droker-waterrock-global-asset-management-bellevue
- https://www.facebook.com/WaterRockGlobal/
Official SEC filing: View on IAPD