WATERWAY WEALTH MANAGEMENT, L.L.C.

THE WOODLANDS, Texas·1 registered advisor·CRD# 164975
SEC# 801-775710281-363-0000
01

Firm Overview

AUM
$581M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WATERWAY WEALTH MANAGEMENT, L.L.C.

1 registered advisor
Daniel Paul Michalk
THE WOODLANDS, Texas
05

Office Locations

THE WOODLANDS, Texas
1 advisor

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Data sourced from SEC Form ADV filings. WATERWAY WEALTH MANAGEMENT, L.L.C. (CRD# 164975) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.