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
James L. Corbeau
CRD#: 4536673
10200 Sw Greenburg Road, Suite 320, Portland, OR 97223
96
Wealthminder
score

James Corbeau (CRD# 4536673) is an Investment Advisor Representative working at Springwater Wealth Management, LLC in Portland, OR and has over 14 years of experience in the finance industry. James 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 put clients' 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 28 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 7 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 4 years of experience in the finance industry.

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