Springwater Wealth Management, LLC

Springwater Wealth Management, LLC (CRD# 167539) is a financial advisory firm headquartered in Portland, OR. They manage $119,737,000 in 146 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $820,116
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, WA

Financial Advisors at Springwater Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jim Corbeau
CRD#: 4536673
10200 SW Greenburg Road, Suite 320, Portland, OR 97223
103
Wealthminder
score

Jim Corbeau (CRD# 4536673) is an Investment Advisor Representative working at Springwater Wealth Management, LLC in Portland, OR and has over 15 years of experience in the finance industry. Jim Corbeau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Courtney L. Mersereau
CRD#: 5976869
One Sw Columbia, Suite 915, Portland, OR 97258
98
Wealthminder
score

Courtney Mersereau (CRD# 5976869) is an Investment Advisor Representative working at Springwater Wealth Management, LLC in Portland, OR and has over 6 years of experience in the finance industry.

3
Terence A. Donahe
CRD#: 1845426
10200 Sw Greenburg Road, Suite 320, Portland, OR 97223
96
Wealthminder
score

Terence Donahe (CRD# 1845426) is an Investment Advisor Representative working at Springwater Wealth Management, LLC in Portland, OR and has over 29 years of experience in the finance industry. Terence Donahe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Frank G. Remund
CRD#: 5452950
10200 Sw Greenburg Road, Suite 320, Portland, OR 97223
96
Wealthminder
score

Frank Remund (CRD# 5452950) is an Investment Advisor Representative working at Springwater Wealth Management, LLC in Portland, OR and has over 10 years of experience in the finance industry. Frank Remund has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Robert C. Unger
CRD#: 1263899
314 Capitola Avenue, Capitola, CA 95010
93
Wealthminder
score

Robert Unger (CRD# 1263899) is an Investment Advisor Representative working at Springwater Wealth Management, LLC in Capitola, CA and has over 9 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.