LAKE OSWEGO, ORCRD 167539Latest ADV March 27, 2026
Springwater Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated March 27, 2026, reports $204M in regulatory assets under management, 2 employees, 1 office, and 406 accounts.
Assets Under Management
$204M
Employees
2
Offices
1 office
Total Clients
118
Primary office
LAKE OSWEGO, OR
5335 MEADOWS ROAD, SUITE 240, LAKE OSWEGO, OR, 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 segmentIndividuals represent 47.5% of total clients.
Top client categories% of clientsClients
1
Individuals
47.5%
56
2
HNWI
44.9%
53
3
Pension Plans
7.6%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$204Mas of March 27, 2026
Discretionary81.1%
$165M
81% of total RAUM81.1%
Non-discretionary18.9%
$38M
19% of total RAUM18.9%
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$204M
Total Accounts406
10Y AUM Change+$84M (+70.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee59:1
10Y Employee Change-1 (-33.3%)
* 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.