Whitewater Wealth

Whitewater Wealth (CRD# 169233) is a financial advisory firm headquartered in Eugene, OR. They manage $52,500,000 in 87 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 51209, Eugene, OR 97405
https://www.linkedin.com/in/doug-bales-7476a298/
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $603,448
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, OR

Financial Advisors at Whitewater Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Charles Bales, financial advisor Eugene OR
Charles D. Bales
CRD#: 1897315
Eugene, OR

Charles Bales (CRD# 1897315) is an Investment Advisor Representative working at Whitewater Wealth in Eugene, OR and has over 35 years of experience in the finance industry.

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.

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