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| Keyboard |
| Headwater Investment Consulting Inc
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|
|---|---|
| CRD # | 133009 |
| SEC # | 801-64965 |
| CIK # | |
| AUM | 543.0 M (2026-03-18) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 503-565-2100 |
| Address | 408 SE 1st St Mcminnville, OR 97128 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 403 | 207.3 |
| (b) Individuals (high net worth individuals) | 185 | 286.0 |
| (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 | 0.5 |
| (h) Charitable organizations | 42 | 36.1 |
| (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 | 19 | 13.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,544 | 543.0 |
| By Discretionary | ||
| Discretionary | 1,451 | 523.6 |
| Non-Discretionary | 93 | 19.4 |
| Total | 1,544 | 543.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 543.0 | |
| Total | 1,544 | 543.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Goodreid Investment Counsel Corp
✚
|
544.1 M | |
|
Andrews Lucia Wealth Management LLC
✚
|
CA | 543.5 M |
|
Marion Wealth Management LLC
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PA | 543.4 M |
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Palumbo Wealth Management LLC
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Prosperity Planning Inc
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Gravitalix Financial LLC
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Planning Directions Inc
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PA | 542.4 M |
|
Juno Financial Group LLC
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VA | 541.9 M |
|
Beacon Investment Advisors LLC
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MD | 541.9 M |
|
Tandem Financial LLC
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CO | 541.8 M |