Investment adviser · CRD 140486
WATER OAK ADVISORS, LLC
Investment adviser filing (IA)
WINTER PARK, FL, United States · Form ADV filed Jul 17, 2020
- Regulatory AUM
- $2.25B Form ADV · Item 5.F
- Client accounts
- 2,020 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 425 | $1,705,474,462 | 75.9% |
| Corporations & businesses | 7 | $318,927,828 | 14.2% |
| Charities | 13 | $131,040,754 | 5.8% |
| Individuals | 186 | $66,899,635 | 3.0% |
| Retirement plans | 3 | $23,770,336 | 1.1% |
Filing source
Form ADV 1445795 · Jul 17, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 17, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
145 LINCOLN AVENUE, SUITE AWINTER PARK, FL, 32789-3836, United States
CRD 140486
Filing source
Form ADV 1445795 · Jul 17, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.