Waterford Capital Investment Advisory Services LLC
Waterford Capital Investment Advisory Services LLC is an SEC-registered wealth manager in Addison, TX with $228.5M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Waterford Capital Investment Advisory Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144172, SEC 801-108907, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $228.5M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Addison, TX
- Employees
- 3
- Clients
- 110
- CRD
- 144172
- Ownership
- OCONNOR, DAVID, PATRICK
How much AUM does Waterford Capital Investment Advisory Services LLC have?
Waterford Capital Investment Advisory Services LLC reported $228.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Waterford Capital Investment Advisory Services LLC?
Disclosed owners and executives of Waterford Capital Investment Advisory Services LLC include OCONNOR, DAVID, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.