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| Keyboard |
| Springwater Wealth Management LLC
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|---|---|
| CRD # | 167539 |
| SEC # | 801-79766 |
| CIK # | |
| AUM | 203.9 M (2026-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 888-998-4796 |
| Address | 5335 Meadows Road Lake Oswego, OR 97035 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 32.9 |
| (b) Individuals (high net worth individuals) | 53 | 135.8 |
| (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 | 9 | 35.1 |
| (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 | 406 | 203.9 |
| By Discretionary | ||
| Discretionary | 361 | 165.4 |
| Non-Discretionary | 45 | 38.5 |
| Total | 406 | 203.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 203.9 | |
| Total | 406 | 203.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
McGinn Penninger Investment Management Inc
✚
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VA | 204.4 M |
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The William Allan Corporation
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Prospect Financial Group LLC
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Alianza Corp Investment Advisor
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|
Merkkuri Wealth Advisors LLC
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NY | 204.1 M |
|
Lightsquare Wealth Management LLC
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|
MI | 203.5 M |
|
WJ Financial Advisors LLC
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|
CT | 203.4 M |
|
McDermott Investment Advisors LLC
✚
|
FL | 203.3 M |