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| Great Waters Wealth Management
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|---|---|
| CRD # | 308215 |
| SEC # | 801-123543 |
| CIK # | 0001964535 |
| AUM | 1,235.1 M (2026-04-07) |
| Employees | 42 (55% Investors, 0% Brokers) |
| Phone | 612-360-2127 |
| Address | 4100 Lexington Ave N Shoreview, MN 55126 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001964535 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.9 | ||
| UnitedHealth Group Inc | 8.6 | ||
| Nvidia Corp | 6.9 | ||
| 3M Co | 4.0 | ||
| Micron Technology Inc | 3.8 | ||
| Donaldson Co Inc | 2.7 | ||
| Microsoft Corp | 2.0 | ||
| Teradyne Inc | 1.9 | ||
| Tesla Motors Inc | 1.8 | ||
| Honeywell International Inc | 1.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,244 | 460.4 |
| (b) Individuals (high net worth individuals) | 383 | 774.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 6,141 | 1,235.1 |
| By Discretionary | ||
| Discretionary | 6,141 | 1,235.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,141 | 1,235.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,235.1 | |
| Total | 6,141 | 1,235.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964535] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Northwest Financial Advisors LLC
✚
|
VA | 1,244.0 M |
|
KPP Advisory Services LLC
✚
|
KY | 1,241.0 M |
|
Opal Wealth Advisors LLC
✚
|
NY | 1,238.2 M |
|
Wealth Dimensions Group Ltd
✚
|
OH | 1,235.2 M |
|
KWB Wealth
✚
|
CA | 1,234.6 M |
|
M Financial Asset Management Inc
✚
|
OR | 1,234.6 M |
|
Graves Light Lenhart Wealth Inc
✚
|
VA | 1,234.0 M |
|
KWMG LLC
✚
|
KS | 1,233.4 M |
|
Hengehold Capital Management LLC
✚
|
OH | 1,230.6 M |
|
Vision Capital Management Inc
✚
|
OR | 1,228.7 M |