Waterway Wealth Management, L.L.C.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 164975
- SEC number
- 801-77571
- Firm type
- RIA
- Assets under management
- $675.8M as of Apr 13, 2026
- Website
- www.waterwaywealth.com ↗
- Phone
- 281-363-0000
- Address
- 21 Waterway, The Woodlands, TX, 77380
Advisors at this firm
5 in our index · page 1 of 1
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Ariel Nicole JassoCRD 6614441 · The Woodlands, TXIA RegisteredRegistration inactive
-
Ross Conner KingCRD 7898013 · The Woodlands, TXIA Registered
-
Jessica Leigh MccainCRD 6142435 · The Woodlands, TXIA RegisteredRegistration inactive
-
Daniel Paul MichalkCRD 2579778 · The Woodlands, TXIA Registered
-
Daniel Robert TrgovichCRD 5704678 · The Woodlands, TXIA RegisteredRegistration inactive
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 164975 ↗
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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.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.