Whitewater Wealth
Firm details
- Headquarters
- ,
- CRD number
- 169233
- Website
- www.whitewaterwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.77%
- Individuals4.65%
- Charitable Organizations3.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Whitewater Wealth is an owner-operated limited liability company that functions as an independent registered investment adviser. The firm provides financial planning and portfolio management primarily for individuals, families and small businesses, and also serves some institutional clients. Its billing model combines a percentage-of-assets-under-management fee schedule with the option for fixed fees. Whitewater Wealth does not identify as an active ESG investor, does not act as a capital allocator to external strategies, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- US Government Bonds25%
- Other20%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1Charles Bales
OwnerCRD 1897315
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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