WATERWAY WEALTH MANAGEMENT, L.L.C.
CRD #164975 SEC #801-77571 THE WOODLANDS, TX 281-363-0000
SEC Registered
Total AUM
$552.8M
Discretionary
$530.2M
Employees
10
Clients
101
Accounts
948
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $552.8M | $530.2M | $22.6M | 10 | 6 |
| Nov 2024 | $581.4M | $566.9M | $14.5M | 13 | 9 |
| Jun 2024 | $581.4M | $566.9M | $14.5M | 13 | 9 |
| Feb 2024 | $581.4M | $566.9M | $14.5M | 13 | 9 |
| Mar 2023 | $500.7M | $500.7M | $0 | 14 | 12 |
| Mar 2023 | $500.7M | $500.7M | $0 | 14 | 12 |
| Jan 2023 | $498.7M | $498.7M | $0 | 12 | 11 |
| Mar 2022 | $498.7M | $498.7M | $0 | 13 | 11 |
| Mar 2021 | $421.4M | $421.4M | $0 | 11 | 6 |
| Jun 2020 | $373.6M | $373.6M | $0 | 12 | 0 |
| Apr 2020 | $373.6M | $373.6M | $0 | 12 | 0 |
| Mar 2020 | $373.6M | $373.6M | $0 | 12 | 0 |
| Aug 2019 | $296M | $296M | $0 | 9 | 0 |
| Aug 2019 | $296M | $296M | $0 | 9 | 0 |
| Apr 2019 | $296M | $296M | $0 | 9 | 0 |
| Apr 2019 | $296M | $296M | $0 | 9 | 0 |
| Mar 2018 | $298.9M | $298.9M | $0 | 10 | 0 |
| Mar 2017 | $238.5M | $238.5M | $0 | 9 | 200 |
| Jun 2016 | $188.9M | $188.9M | $0 | 10 | 200 |
| Apr 2016 | $188.9M | $188.9M | $0 | 10 | 200 |
| Mar 2016 | $188.9M | $188.9M | $0 | 10 | 200 |
| Mar 2015 | $187.9M | $187.9M | $0 | 4 | 200 |
| Feb 2014 | $160.1M | $160.1M | $0 | 4 | 200 |
| Dec 2013 | $124.6M | $124.6M | $0 | 2 | 26 |
| Jan 2013 | $101M | $101M | $0 | 2 | 0 |
DateFeb 2025
Total AUM$552.8M
Discretionary$530.2M
Non-Disc.$22.6M
Employees10
Clients6
DateNov 2024
Total AUM$581.4M
Discretionary$566.9M
Non-Disc.$14.5M
Employees13
Clients9
DateJun 2024
Total AUM$581.4M
Discretionary$566.9M
Non-Disc.$14.5M
Employees13
Clients9
DateFeb 2024
Total AUM$581.4M
Discretionary$566.9M
Non-Disc.$14.5M
Employees13
Clients9
DateMar 2023
Total AUM$500.7M
Discretionary$500.7M
Non-Disc.$0
Employees14
Clients12
DateMar 2023
Total AUM$500.7M
Discretionary$500.7M
Non-Disc.$0
Employees14
Clients12
DateJan 2023
Total AUM$498.7M
Discretionary$498.7M
Non-Disc.$0
Employees12
Clients11
DateMar 2022
Total AUM$498.7M
Discretionary$498.7M
Non-Disc.$0
Employees13
Clients11
DateMar 2021
Total AUM$421.4M
Discretionary$421.4M
Non-Disc.$0
Employees11
Clients6
DateJun 2020
Total AUM$373.6M
Discretionary$373.6M
Non-Disc.$0
Employees12
Clients0
DateApr 2020
Total AUM$373.6M
Discretionary$373.6M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$373.6M
Discretionary$373.6M
Non-Disc.$0
Employees12
Clients0
DateAug 2019
Total AUM$296M
Discretionary$296M
Non-Disc.$0
Employees9
Clients0
DateAug 2019
Total AUM$296M
Discretionary$296M
Non-Disc.$0
Employees9
Clients0
DateApr 2019
Total AUM$296M
Discretionary$296M
Non-Disc.$0
Employees9
Clients0
DateApr 2019
Total AUM$296M
Discretionary$296M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$298.9M
Discretionary$298.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$238.5M
Discretionary$238.5M
Non-Disc.$0
Employees9
Clients200
DateJun 2016
Total AUM$188.9M
Discretionary$188.9M
Non-Disc.$0
Employees10
Clients200
DateApr 2016
Total AUM$188.9M
Discretionary$188.9M
Non-Disc.$0
Employees10
Clients200
DateMar 2016
Total AUM$188.9M
Discretionary$188.9M
Non-Disc.$0
Employees10
Clients200
DateMar 2015
Total AUM$187.9M
Discretionary$187.9M
Non-Disc.$0
Employees4
Clients200
DateFeb 2014
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees4
Clients200
DateDec 2013
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees2
Clients26
DateJan 2013
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees2
Clients0