Waterway Wealth Management, LLC

Waterway Wealth Management, LLC (CRD# 164975) is a financial advisory firm headquartered in The Woodlands, TX. They manage $188,855,033 in 740 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    740
    ACCOUNTS
  • Average Account Value
    $255,210
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
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.

NM, TX

Financial Advisors at Waterway Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Dan P. Michalk
CRD#: 2579778
21 Waterway, Suite 400, The Woodlands, TX 77380
101
Wealthminder
score
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.
2
Robert B. Dwyer
CRD#: 2960539
21 Waterway, Suite 400, The Woodlands, TX 77380
96
Wealthminder
score

Robert Dwyer (CRD# 2960539) is an Investment Advisor Representative working at Waterway Wealth Management, LLC in The Woodlands, TX and has over 19 years of experience in the finance industry. Robert Dwyer 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
David C. Michalk
CRD#: 2951513
21 Waterway, Suite 400, The Woodlands, TX 77380
86
Wealthminder
score

David Michalk (CRD# 2951513) is an Investment Advisor Representative working at Waterway Wealth Management, LLC in The Woodlands, TX and has over 19 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.