| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Leigh Waller Control | Director Of Finance | Under 5% | 2024 |
| Elijah Reed Kovar Control | Partner | Under 5% | 2021 |
| Great Waters Financial Management Control | Owner | Over 75% | 2021 |
Great Waters Wealth Management reports $1.2 billion in regulatory assets under management on its Form ADV.
Great Waters Wealth Management reports 42 employees.
Great Waters Wealth Management is based in Shoreview, MN and has been SEC-registered since 2022.
Great Waters Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4100 Lexington Ave N, Suite 100, Shoreview, MN 55126 |
| Phone | 612-360-2127 |
| Office hours | 8:30-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1964535 |
| Discloses disciplinary history | No |
| Discretionary | $1.18B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.18B |