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).
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Total Assets Under Management581MILLION
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Total Number of Accounts1,300ACCOUNTS
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Average Account Value$447,216
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, LA, NM, TX
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.
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.
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.
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.