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 18 years of experience in the finance industry.

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