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).
Total Assets Under Management189MILLION
Total Number of Accounts740ACCOUNTS
Average Account Value$255,210
- 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
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.
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.