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Charles Douglas Bales

WHITE WATER WEALTH MANAGEMENT, LLC·VIDA, Oregon
Clean recordWHITE WATER WEALTH MANAGEMENT, LLC
45632 MCKENZIE HWY., VIDA, OR 97488CRD# 1897315Firm CRD# 169233

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Douglas Bales · VIDA, OR
Registration
CRD #1897315 · WHITE WATER WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Douglas Bales is a registered financial advisor based in VIDA, Oregon, affiliated with WHITE WATER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WHITE WATER WEALTH MANAGEMENT, LLC
WHITEWATER WEALTH
AUM
$18M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WHITE WATER WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1897315
Firm CRD# 169233
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Douglas Bales offer?
Charles Douglas Bales specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VIDA, Oregon for a consultation.
What are Charles Douglas Bales's credentials?
Charles Douglas Bales is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Douglas Bales located?
Charles Douglas Bales is based in VIDA, Oregon, working with WHITE WATER WEALTH MANAGEMENT, LLC. Their office serves clients in the VIDA metropolitan area and surrounding communities.
How does Charles Douglas Bales charge for services?
Charles Douglas Bales's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITE WATER WEALTH MANAGEMENT, LLC?
WHITE WATER WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $18M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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