Headwater Investment Consulting,inc.

CRD 133009 · Mcminnville, OR · $543.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 133009
SEC number: 801-64965
Firm type: RIA
Assets under management: $543.0M as of Mar 18, 2026
Website: www.facebook.com/HEADWATERINVESTMENTCONSULTING ↗
Phone: 503-565-2100
Address: 408 Se 1st St., Mcminnville, OR, 97128

Advisors at this firm

5 in our index · page 1 of 1

Kevin Wilson ChambersCRD 6269021 · Mcminnville, OR

IA Registered
Jessica Lynn CouserCRD 8032982 · Mcminnville, OR

IA Registered
Matthew Jacob DresselCRD 7473076 · Mcminnville, OR

IA Registered
Thomas James SherwoodCRD 5821112 · Mcminnville, OR

IA Registered
Janet Miyoko SasakiCRD 7473059 · Mcminnville, OR

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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