Waterway Wealth Management, LLC

Waterway Wealth Management, LLC (CRD# 164975) is a financial advisory firm headquartered in The Woodlands, TX. They manage $581,381,316 in 1,300 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    581
    MILLION
  • Total Number of Accounts
    1,300
    ACCOUNTS
  • Average Account Value
    $447,216
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, LA, NM, TX

Financial Advisors at Waterway Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jack D. Cowling
CRD#: 5636388
21 Waterway, Suite 500, The Woodlands, TX 77380

Jack Cowling (CRD# 5636388) is an Investment Advisor Representative working at Waterway Wealth Management, LLC in The Woodlands, TX and has 1 year of experience in the finance industry.

2
Ariel N. Jasso
CRD#: 6614441
21 Waterway, Suite 500, The Woodlands, TX 77380

Ariel Jasso (CRD# 6614441) is an Investment Advisor Representative working at Waterway Wealth Management, LLC in The Woodlands, TX and has over 6 years of experience in the finance industry.

3
Dan P. Michalk
CRD#: 2579778
21 Waterway, Suite 500, The Woodlands, TX 77380
Daniel Michalk (CRD# 2579778) is an Investment Advisor Representative working at Waterway Wealth Management, LLC in The Woodlands, TX and has over 21 years of experience in the finance industry. Daniel Michalk 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.
4
David C. Michalk
CRD#: 2951513
21 Waterway, Suite 500, The Woodlands, TX 77380

David Michalk (CRD# 2951513) is an Investment Advisor Representative working at Waterway Wealth Management, LLC in The Woodlands, TX and has over 26 years of experience in the finance industry.

5
Michael T. Parrott
CRD#: 6546160
8300 Carmel Avenue Ne, Suite 103, Albuquerque, NM 87122

Michael Parrott (CRD# 6546160) is an Investment Advisor Representative working at Waterway Wealth Management, LLC in Albuquerque, NM and has over 8 years of experience in the finance industry.

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