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| Happy Holidays!! thanks for using AUM13F!! |
| Headwater Investment Consulting Inc
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| CRD # | 133009 |
| SEC # | 801-64965 |
| CIK # | |
| AUM | $466.3 M (2025-02-03) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 503-565-2100 |
| Address | 408 SE 1st St Mcminnville, OR 97128 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 342 | 175.8 |
| (b) Individuals (high net worth individuals) | 172 | 242.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 38 | 36.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 11.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,437 | 466.3 |
| By Discretionary | ||
| Discretionary | 1,352 | 447.6 |
| Non-Discretionary | 85 | 18.7 |
| Total | 1,437 | 466.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 466.3 | |
| Total | 1,437 | 466.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dean Jacobson Financial Services LLC
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|
TX | 0.5 |
|
Financial Gravity Family Office Services LLC
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|
TX | 0.5 |
|
Prentice Wealth Management LLC
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|
NY | 0.5 |
|
Intergy Private Wealth LLC
✚
|
CO | 0.5 |
|
Uhler Vertich White Advisors LLC
✚
|
FL | 0.5 |
|
Benefit Fiduciary Group LLC
✚
|
VA | 0.5 |
|
Conifer Investments Ltd
✚
|
CT | 0.5 |
|
Kercheville Advisors LLC
✚
|
TX | 0.5 |
|
Sanchez Wealth Management Group LLC
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|
FL | 0.5 |
|
Gray Private Wealth LLC
✚
|
MA | 0.5 |