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Waterway Wealth Management, L.L.C.

● SEC registered since 2013CRD 164975SEC# 801-77571The Woodlands, TX
Export (members)
Reg. AUM
$552.8M
Employees
10
Accounts
948
Location
The Woodlands, TX

Waterway Wealth Management, L.L.C. assets under management

Waterway Wealth Management, L.L.C. is a registered investment adviser overseen by the SEC based in The Woodlands, TX. The firm has been registered since 2013. It reports $552.8 million in regulatory assets under management and employs 10 people.
www.waterwaywealth.comView on SEC.gov ↗

Waterway Wealth Management, L.L.C. owners & executives

1 reported
NameTitleOwnershipSince
Daniel Paul Michalk ControlManaging Member And Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Waterway Wealth Management, L.L.C. manage?

Waterway Wealth Management, L.L.C. reports $552.8 million in regulatory assets under management on its Form ADV.

How many employees does Waterway Wealth Management, L.L.C. have?

Waterway Wealth Management, L.L.C. reports 10 employees.

Where is Waterway Wealth Management, L.L.C. located?

Waterway Wealth Management, L.L.C. is based in The Woodlands, TX and has been SEC-registered since 2013.

Does Waterway Wealth Management, L.L.C. disclose fund performance?

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

Contact & registration

Address21 Waterway, Suite 500, The Woodlands, TX 77380
Phone281-363-0000
Office hours9:00 a.m.-5 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$530.2M
Non-discretionary$22.6M
Total (RAUM)$552.8M