Headwater Investment Consulting,inc.
Headwater Investment Consulting,inc. is an SEC-registered mass-market adviser in Mcminnville, OR with $543.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Headwater Investment Consulting,inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133009, SEC 801-64965, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $543.0M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Mcminnville, OR
- Employees
- 7
- Clients
- 649
- CRD
- 133009
- Ownership
- CHAMBERS, SCOTT, WILSON; LAWRENCE, BRIAN, JOHN; SHERWOOD, THOMAS, JAMES; CHAMBERS, KEVIN, WILSON
How much AUM does Headwater Investment Consulting,inc. have?
Headwater Investment Consulting,inc. reported $543.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Headwater Investment Consulting,inc.?
Disclosed owners and executives of Headwater Investment Consulting,inc. include CHAMBERS, SCOTT, WILSON, LAWRENCE, BRIAN, JOHN, SHERWOOD, THOMAS, JAMES, CHAMBERS, KEVIN, WILSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.