Water Street Wealth Management, LLC

Water Street Wealth Management, LLC (CRD# 295559) is a financial advisory firm headquartered in Tampa, FL. They manage $36,511,368 in 250 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
12191 W. Linebaugh Ave., #611, Tampa, FL 33626
https://www.youtube.com/channel/ucavc8vmxr1ikssjbg3bzrcq
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $146,045
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Water Street Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Schlotterbeck, financial advisor Tampa FL
Jeffrey L. Schlotterbeck
CRD#: 4609555
Tampa, FL

Jeffrey Schlotterbeck (CRD# 4609555) is an Investment Advisor Representative working at Water Street Wealth Management, LLC in Tampa, FL and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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