Whitewater Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$66,050,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
35
77% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
HighAverage account size
$1,887,143
About
Whitewater Wealth is a registered investment adviser formed in Oregon that provides asset management, financial planning and consulting, estate planning, charitable giving consulting, and pension consulting to individuals, high‑net‑worth clients, trusts, estates and charitable organizations. Asset management is offered only through a wrap fee program, while planning and pension consulting are available as separate engagements.
The firm applies a mix of analytical approaches — including fundamental analysis, charting/technical and cyclical analysis — and employs strategies that range from long‑term purchases to shorter‑term trades and option writing used primarily for hedging. For accredited investors the adviser may recommend private securities or private mortgage investments, and asset management accounts are managed on an individualized basis within the wrap program.
What is distinctive about the firm relative to many peers is its role as a wrap fee program sponsor and its explicit work with charitable organizations and pension plan sponsors, features that are statistically uncommon among independent advisers. The firm also provides pension consulting in an ERISA fiduciary context and relies on institutional custody and execution arrangements that include research and administrative support.
Client services
Financial planning
Portfolio management
Expertise
Charitable giving & philanthropy
Retirement income strategy
General estate planning guidance
Passive / index investing
Fee options
Flat fees generally begin at $500 for financial planning and consulting
Hourly fees generally range from $250 to $1000 for financial planning and consulting; $50 to $250 for pension consulting
Account minimum: $10,000 Minimum fee: Minimum fee of $500 for written financial plans, may be waived in certain circumstances Fee-only: Financial planning and consulting fees charged on hourly ($250 to $1000/hour) or flat fee basis (starting at $500)
Main office location
Whitewater Wealth
Eugene OR, United States
Number of offices
1
Most active in
Whitewater Wealth has reported serving >5 clients in these states in the last 12 months.
Louisiana · Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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