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WATERWAY WEALTH MANAGEMENT, L.L.C.
CRD 164975 · SEC 801-77571
21 WATERWAY, SUITE 500, THE WOODLANDS, TX, 77380, United States
Phone
281-363-0000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$675.8M
Discretionary AUM
$651.6M
Team
11 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $32.9M |
| High net worth individuals | 124 | $642.0M |
| Corporations/business entities | 3 | $830K |
States served
CO, LA, TX
All web addresses on file
Official SEC filing: View on IAPD