Investment adviser · CRD 169233
WHITEWATER WEALTH
Investment adviser filing (IA)
WHITE WATER WEALTH MANAGEMENT, LLC
VIDA, OR, United States · Form ADV filed May 12, 2014
- Regulatory AUM
- $18M Form ADV · Item 5.F
- Client accounts
- 35 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
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: May 12, 2014. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
45632 MCKENZIE HWY.VIDA, OR, 97488, United States
CRD 169233
Filing source
Form ADV 823754 · May 12, 2014 · 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.