Whitewater Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$66,050,000
Clients
35
Advisors
1
of 1 employees
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
Expertise
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
Eugene OR
Advisors at this office
1
Most active in
Louisiana · Oregon
Also doing business as
White Water Wealth Management · White Water Wealth Management, LLC · Whitewater Wealth · Whitewater Wealth Management · Whitewater Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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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