HEADWATER INVESTMENT CONSULTING,INC.
CRD #133009 SEC #801-64965 MCMINNVILLE, OR 503-565-2100
SEC Registered
Total AUM
$466.3M
Discretionary
$447.6M
Employees
5
Clients
0
Accounts
1,437
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $466.3M | $447.6M | $18.7M | 5 | 0 |
| May 2024 | $396.7M | $377.6M | $19.1M | 5 | 0 |
| May 2024 | $396.7M | $377.6M | $19.1M | 5 | 0 |
| Jan 2024 | $396.7M | $377.6M | $19.1M | 5 | 0 |
| May 2023 | $319.5M | $301.1M | $18.4M | 6 | 0 |
| Feb 2023 | $319.5M | $301.1M | $18.4M | 6 | 0 |
| Mar 2022 | $353.2M | $330.8M | $22.3M | 6 | 0 |
| Feb 2021 | $297.9M | $276.5M | $21.4M | 6 | 0 |
| May 2020 | $255M | $236.5M | $18.6M | 6 | 0 |
| Jan 2020 | $255M | $236.5M | $18.6M | 6 | 0 |
| Jan 2019 | $198.3M | $181.8M | $16.5M | 5 | 0 |
| Feb 2018 | $207.3M | $189.2M | $18.1M | 5 | 0 |
| Jan 2017 | $181.9M | $165.8M | $16.2M | 5 | 200 |
| Jan 2016 | $166.7M | $152M | $14.7M | 5 | 200 |
| Feb 2015 | $161.1M | $147.6M | $13.5M | 5 | 200 |
| Feb 2014 | $139.6M | $125.4M | $14.2M | 5 | 26 |
| May 2013 | $116.6M | $103.7M | $12.9M | 5 | 26 |
| Feb 2013 | $116.6M | $103.7M | $12.9M | 5 | 26 |
| Aug 2012 | $93.1M | $85.3M | $7.8M | 1 | 26 |
| Mar 2012 | $93.1M | $85.3M | $7.8M | 1 | 26 |
| May 2011 | $98.9M | $98.9M | $759 | 5 | -- |
| Apr 2011 | $98.9M | $98.9M | $759 | 5 | -- |
| Mar 2011 | $98.9M | $98.9M | $759 | 5 | -- |
| Jul 2009 | $62.7M | $62.7M | $0 | 5 | -- |
| Feb 2007 | $51M | $51M | $0 | 5 | -- |
| Feb 2006 | $37.7M | $37.7M | $0 | 5 | -- |
| Nov 2005 | $32M | $32M | $0 | 5 | -- |
DateFeb 2025
Total AUM$466.3M
Discretionary$447.6M
Non-Disc.$18.7M
Employees5
Clients0
DateMay 2024
Total AUM$396.7M
Discretionary$377.6M
Non-Disc.$19.1M
Employees5
Clients0
DateMay 2024
Total AUM$396.7M
Discretionary$377.6M
Non-Disc.$19.1M
Employees5
Clients0
DateJan 2024
Total AUM$396.7M
Discretionary$377.6M
Non-Disc.$19.1M
Employees5
Clients0
DateMay 2023
Total AUM$319.5M
Discretionary$301.1M
Non-Disc.$18.4M
Employees6
Clients0
DateFeb 2023
Total AUM$319.5M
Discretionary$301.1M
Non-Disc.$18.4M
Employees6
Clients0
DateMar 2022
Total AUM$353.2M
Discretionary$330.8M
Non-Disc.$22.3M
Employees6
Clients0
DateFeb 2021
Total AUM$297.9M
Discretionary$276.5M
Non-Disc.$21.4M
Employees6
Clients0
DateMay 2020
Total AUM$255M
Discretionary$236.5M
Non-Disc.$18.6M
Employees6
Clients0
DateJan 2020
Total AUM$255M
Discretionary$236.5M
Non-Disc.$18.6M
Employees6
Clients0
DateJan 2019
Total AUM$198.3M
Discretionary$181.8M
Non-Disc.$16.5M
Employees5
Clients0
DateFeb 2018
Total AUM$207.3M
Discretionary$189.2M
Non-Disc.$18.1M
Employees5
Clients0
DateJan 2017
Total AUM$181.9M
Discretionary$165.8M
Non-Disc.$16.2M
Employees5
Clients200
DateJan 2016
Total AUM$166.7M
Discretionary$152M
Non-Disc.$14.7M
Employees5
Clients200
DateFeb 2015
Total AUM$161.1M
Discretionary$147.6M
Non-Disc.$13.5M
Employees5
Clients200
DateFeb 2014
Total AUM$139.6M
Discretionary$125.4M
Non-Disc.$14.2M
Employees5
Clients26
DateMay 2013
Total AUM$116.6M
Discretionary$103.7M
Non-Disc.$12.9M
Employees5
Clients26
DateFeb 2013
Total AUM$116.6M
Discretionary$103.7M
Non-Disc.$12.9M
Employees5
Clients26
DateAug 2012
Total AUM$93.1M
Discretionary$85.3M
Non-Disc.$7.8M
Employees1
Clients26
DateMar 2012
Total AUM$93.1M
Discretionary$85.3M
Non-Disc.$7.8M
Employees1
Clients26
DateMay 2011
Total AUM$98.9M
Discretionary$98.9M
Non-Disc.$759
Employees5
Clients--
DateApr 2011
Total AUM$98.9M
Discretionary$98.9M
Non-Disc.$759
Employees5
Clients--
DateMar 2011
Total AUM$98.9M
Discretionary$98.9M
Non-Disc.$759
Employees5
Clients--
DateJul 2009
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$37.7M
Discretionary$37.7M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees5
Clients--