Waterway Wealth Management, L.l.c.
Waterway Wealth Management, L.l.c. is an SEC-registered wealth manager in The Woodlands, TX with $675.8M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Waterway Wealth Management, L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164975, SEC 801-77571, data through 2026-04-13.
- AUM (assets under management / regulatory AUM)
- $675.8M (2026-04-13)
- Firm type
- Wealth Manager
- Location
- The Woodlands, TX
- Employees
- 11
- Clients
- 142
- CRD
- 164975
- Ownership
- MICHALK, DANIEL, PAUL; Trgovich, Daniel, Robert; ROACH, JOHN, MICHAEL; Hames, Stephanie, Annette
How much AUM does Waterway Wealth Management, L.l.c. have?
Waterway Wealth Management, L.l.c. reported $675.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-13).
Who owns Waterway Wealth Management, L.l.c.?
Disclosed owners and executives of Waterway Wealth Management, L.l.c. include MICHALK, DANIEL, PAUL, Trgovich, Daniel, Robert, ROACH, JOHN, MICHAEL, Hames, Stephanie, Annette. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.