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GREAT WATERS FINANCIAL

GREAT WATERS WEALTH MANAGEMENT

CRD 308215 · SEC 801-123543

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4100 LEXINGTON AVE N, SUITE 100, SHOREVIEW, MN, 55126, United States

Phone

612-360-2127

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.24B

Discretionary AUM

$1.24B

Team

42 total employees; 23 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-07

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals1244$460.4M
High net worth individuals383$774.0M

States served

AZ, CA, GA, IL, MN, NE, WI, TX, FL, SD

All web addresses on file

Official SEC filing: View on IAPD