Water Valley Investment Advisors, Inc.
Water Valley Investment Advisors, Inc. is an SEC-registered mass-market adviser in Little Elm, TX with $157.2M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Water Valley Investment Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116936, SEC 801-121860, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $157.2M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Little Elm, TX
- Employees
- 3
- Clients
- 167
- CRD
- 116936
- Ownership
- DORR, KURT, HENRY; GESINK, KEVIN, JAY; DORR, PHILIP, MELVIN
How much AUM does Water Valley Investment Advisors, Inc. have?
Water Valley Investment Advisors, Inc. reported $157.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Water Valley Investment Advisors, Inc.?
Disclosed owners and executives of Water Valley Investment Advisors, Inc. include DORR, KURT, HENRY, GESINK, KEVIN, JAY, DORR, PHILIP, MELVIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.