|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Springwater Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 167539 |
| SEC # | 801-79766 |
| CIK # | |
| AUM | $169.3 M (2025-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 888-998-4796 |
| Address | 5335 Meadows Road Lake Oswego, OR 97035 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 27.9 |
| (b) Individuals (high net worth individuals) | 47 | 111.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 30.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 404 | 169.3 |
| By Discretionary | ||
| Discretionary | 390 | 142.2 |
| Non-Discretionary | 14 | 27.1 |
| Total | 404 | 169.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.3 | |
| Total | 404 | 169.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Centennial Advisors LLC
✚
|
TX | 0.2 |
|
Summit Portfolio Management LLC
✚
|
NV | 0.2 |
|
Investment Management Corporation
✚
|
VA | 0.2 |
|
Delarme Wealth Management Inc
✚
|
CA | 0.2 |
|
Atlantic Wealth Partners LLC
✚
|
FL | 0.2 |
|
Erickson Financial Group LLC
✚
|
PA | 0.2 |
|
AJF Capital Management Inc
✚
|
NY | 0.2 |
|
Alpenglobal Capital LLC
✚
|
0.2 | |
|
Core Financial Advisors LLC
✚
|
CA | 0.2 |
|
Aligne Wealth Preservation & Insurance Services LLC
✚
|
CA | 0.2 |