Springwater Wealth Management, LLC
Springwater Wealth Management, LLC (CRD# 167539) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $168,700,605 in 433 accounts and serve the financial needs of clients across 3 states (or territories).
-
Total Assets Under Management169MILLION
-
Total Number of Accounts433ACCOUNTS
-
Average Account Value$389,609
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, OR, WA
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.
Terence Donahe (CRD# 1845426) is an Investment Advisor Representative working at Springwater Wealth Management, LLC in Lake Oswego, OR and has over 35 years of experience in the finance industry.