WHITEWATER WEALTH

WHITEWATER WEALTH, LLC

CRD 169233 · SEC 801-78843

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$68.5M

Discretionary AUM

$61.5M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-04

Disciplinary history

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Services

Financial planningPortfolio management (individuals)

Client types

Type	Clients	AUM
Individuals	8	$3.2M
High net worth individuals	27	$62.9M
Charitable organizations	2	$2.5M

All web addresses on file

Official SEC filing: View on IAPD