A complete list of active advisors currently associated with Waterway Wealth Management, L.L.C.

Warmer can help you find a great advisor at Waterway Wealth Management, L.L.C. or one who fits your needs even better.

Waterway Wealth Management, L.L.C. provides comprehensive financial planning and discretionary investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, and estates. Its services include customized financial plans following a complimentary initial consultation, ERISA plan advisory services (including acting as a limited‑scope 3(21) or 3(38) advisor), and a sponsored wrap fee investment program. WWM manages most assets on a discretionary basis and offers a tiered wrap fee program that is billed quarterly in advance, with the firm paying transaction expenses charged by custodians within the Program. The firm also uses a third‑party platform to facilitate discretionary management of held‑away defined‑contribution participant accounts while avoiding direct custody, and aggregates family/relationship accounts for fee tiers and trade execution. Compared with many teams of similar size, WWM manages a relatively large asset base for a five‑advisor team — roughly $675.8 million in total assets under management — and explicitly sponsors a wrap program that covers transaction costs. Its combination of ERISA 3(21)/3(38) plan services, use of institutional custodial platforms (Fidelity and Schwab), and the operational practice of managing held‑away participant accounts through a third‑party platform are distinctive operational features noted in the brochure.

To learn more about the advisors currently working at Waterway Wealth Management, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.