White Water Wealth Management, LLC (Vida)

Name: White Water Wealth Management, LLC
Address: 45632 Mckenzie Hwy., Vida, OR, 97488
Telephone: (541)953-1442

White Water Wealth Management, LLC is an adviser based in Vida. It manages $18.01 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Oregon.

White Water Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

White Water Wealth Management: assets under management

The assets under management (AUM) of White Water Wealth Management, LLC is $18.01 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18 million in discretionary accounts and $5 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $529.41 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay White Water Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Vida

The principal office where White Water Wealth Management, LLC performs its advisory services is located at 45632 Mckenzie Hwy., Vida, OR 97488 The mailing address of the firm is P.O. Box 177, Vida, OR 97488. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (541)953-1442. The normal business hours are 8:00 am to 2:00pm on Monday - Friday. You can find more information about the New York firm at whitewaterwealth.com.

White Water Wealth Management, LLC (Vida)

White Water Wealth Management: assets under management

Fees & Commissions

Based in Vida

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