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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICHALK, DANIEL, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 18, 2025 REGISTERED
Notice Filings (5)
CA CO LA NM TX
Address
21 WATERWAYSUITE 500
THE WOODLANDS, TX 77380
United States
Phone: 281-363-0000