Watercolor Financial
Watercolor Financial is an SEC-registered wealth manager in Austin, TX with $234.8M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Watercolor Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327254, SEC 801-128561, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $234.8M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Austin, TX
- Employees
- 3
- Clients
- 152
- CRD
- 327254
- Ownership
- POORE, MEGAN, KELLY; DOBBS, HAL, BLECKLEY; GRANGE, CATHRYN
How much AUM does Watercolor Financial have?
Watercolor Financial reported $234.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Watercolor Financial?
Disclosed owners and executives of Watercolor Financial include POORE, MEGAN, KELLY, DOBBS, HAL, BLECKLEY, GRANGE, CATHRYN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.