Waterway Wealth Management, LLC

Waterway Wealth Management, LLC (CRD# 164975) is a financial advisory firm headquartered in The Woodlands, TX. They manage $498,744,808 in 1,132 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
21 Waterway, Suite 500, The Woodlands, TX 77380
https://www.waterwaywealth.com
By the Numbers
  • Total Assets Under Management
    499
    MILLION
  • Total Number of Accounts
    1,132
    ACCOUNTS
  • Average Account Value
    $440,587
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 - 5 of 5 top financial advisors.
1
Jack Cowling, financial advisor The Woodlands TX
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
Robert Dwyer, financial advisor The Woodlands TX
Robert B. Dwyer
CRD#: 2960539
21 Waterway, Suite 500, The Woodlands, TX 77380

Robert Dwyer (CRD# 2960539) is an Investment Advisor Representative working at Waterway Wealth Management, LLC in The Woodlands, TX and has over 24 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
Dan Michalk, financial advisor The Woodlands TX
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 Michalk, financial advisor The Woodlands TX
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 24 years of experience in the finance industry.

5
Michael Parrott, financial advisor Albuquerque NM
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 6 years of experience in the finance industry. Michael Parrott 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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