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Springwater Wealth Management, LLC

CRD 167539SEC# 801-79766Lake Oswego, OR
Export (members)
No longer SEC-registered. Springwater Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$169.3M
Employees
2
Accounts
404
Location
Lake Oswego, OR

Springwater Wealth Management, LLC assets under management

Springwater Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Lake Oswego, OR. It reports $169.3 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Springwater Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
James Louis Corbeau ControlChief Compliance Officer50-75%2018
Powder Diamonds, Inc ControlOwner50-75%2013
Raven Wealth Management, Inc ControlOwner50-75%2013
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Frequently asked questions

How much does Springwater Wealth Management, LLC manage?

Springwater Wealth Management, LLC reports $169.3 million in regulatory assets under management on its Form ADV.

How many employees does Springwater Wealth Management, LLC have?

Springwater Wealth Management, LLC reports 2 employees.

Where is Springwater Wealth Management, LLC located?

Springwater Wealth Management, LLC is based in Lake Oswego, OR.

Does Springwater Wealth Management, LLC disclose fund performance?

Springwater Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5335 Meadows Road, Suite 240, Lake Oswego, OR 97035
Office hours8:00 a.m.-5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$142.2M
Non-discretionary$27.1M
Total (RAUM)$169.3M