Whitewater Wealth

Whitewater Wealth (CRD# 169233) is a financial advisory firm headquartered in Vida, OR. They manage $20,000,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $571,429
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

OR

Financial Advisors at Whitewater Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Charles D. Bales
CRD#: 1897315
Vida, OR
93
Wealthminder
score

Charles Bales (CRD# 1897315) is an Investment Advisor Representative working at Whitewater Wealth in Vida, OR and has over 27 years of experience in the finance industry.

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