Springwater Wealth Management, LLC

Springwater Wealth Management, LLC (CRD# 167539) is a financial advisory firm headquartered in Portland, OR. They manage $106,700,000 in 130 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $820,769
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, LA, OR, WA

Financial Advisors at Springwater Wealth Management, LLC
Showing 1 - 4 of 4 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
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.

3
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 8 years of experience in the finance industry.

4
Courtney L. Mersereau
CRD#: 5976869
One Sw Columbia, Suite 915, Portland, OR 97258
90
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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.