THE WOODLANDS, TXCRD 164975Latest ADV April 13, 2026
Waterway Wealth Management, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in The Woodlands, TX. Its latest Form ADV filing, dated April 13, 2026, reports $676M in regulatory assets under management, 11 employees, and 1,073 accounts.
Assets Under Management
$676M
Employees
11
Offices
--
Total Clients
142
Primary office
THE WOODLANDS, TX
21 WATERWAY, SUITE 500, THE WOODLANDS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.3% of total clients.
Top client categories% of clientsClients
1
HNWI
87.3%
124
2
Individuals
10.6%
15
3
Corporations
2.1%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$676Mas of April 13, 2026
Discretionary96.4%
$652M
96% of total RAUM96.4%
Non-discretionary3.6%
$24M
4% of total RAUM3.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$676M
Total Accounts1,073
10Y AUM Change+$437M (+183.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee13:1
10Y Employee Change+2 (+22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.