Waterequity LLC

Waterequity LLC (CRD# 281955) is a financial advisory firm headquartered in Kansas City, MO. They manage $322,201,973 in 5 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
117 W. 20th Street, Suite 204, Kansas City, MO 64108
https://www.facebook.com/waterequity/
By the Numbers
  • Total Assets Under Management
    322
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $64,440,395
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, MO, NY

Financial Advisors at Waterequity LLC
No Advisor Found.

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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