SPRINGWATER WEALTH MANAGEMENT, LLC
CRD #167539 SEC #801-79766 LAKE OSWEGO, OR 888-998-4796
SEC Registered
Total AUM
$169.3M
Discretionary
$142.2M
Employees
2
Clients
51
Accounts
404
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $169.3M | $142.2M | $27.1M | 2 | 3 |
| Mar 2025 | $169.3M | $142.2M | $27.1M | 2 | 3 |
| Apr 2024 | $168.7M | $154.9M | $13.8M | 2 | 12 |
| Mar 2024 | $168.7M | $154.9M | $13.8M | 2 | 12 |
| Aug 2023 | $170.8M | $132.6M | $38.2M | 2 | 0 |
| Aug 2023 | $170.8M | $132.6M | $38.2M | 2 | 0 |
| Mar 2023 | $170.8M | $132.6M | $38.2M | 3 | 0 |
| Mar 2023 | $170.8M | $132.6M | $38.2M | 3 | 0 |
| Mar 2023 | $170.8M | $132.6M | $38.2M | 3 | 0 |
| Nov 2022 | $190.9M | $146.1M | $44.8M | 3 | 25 |
| Mar 2022 | $190.9M | $146.1M | $44.8M | 3 | 25 |
| Mar 2022 | $190.9M | $146.1M | $44.8M | 3 | 25 |
| Mar 2022 | $190.9M | $146.1M | $44.8M | 3 | 25 |
| Mar 2022 | $190.9M | $146.1M | $44.8M | 3 | 25 |
| Feb 2021 | $165.5M | $127.1M | $38.5M | 3 | 0 |
| Feb 2021 | $165.5M | $127.1M | $38.5M | 3 | 0 |
| Jun 2020 | $171M | $130.5M | $40.5M | 4 | 0 |
| Mar 2020 | $171M | $130.5M | $40.5M | 4 | 0 |
| Jul 2019 | $149.5M | $117.3M | $32.2M | 4 | 0 |
| Jul 2019 | $149.5M | $117.3M | $32.2M | 4 | 0 |
| Mar 2019 | $149.5M | $117.3M | $32.2M | 4 | 0 |
| Jul 2018 | $149.9M | $106.6M | $43.3M | 4 | 134 |
| Mar 2018 | $149.9M | $106.6M | $43.3M | 4 | 134 |
| Aug 2017 | $119.7M | $72.3M | $47.4M | 3 | 100 |
| Feb 2017 | $119.7M | $72.3M | $47.4M | 3 | 100 |
| Jan 2017 | $106.7M | $68.1M | $38.6M | 4 | 100 |
| Dec 2016 | $106.7M | $68.1M | $38.6M | 3 | 100 |
| Jun 2016 | $106.7M | $68.1M | $38.6M | 3 | 100 |
| Apr 2016 | $106.7M | $68.1M | $38.6M | 3 | 100 |
| Feb 2016 | $106.7M | $68.1M | $38.6M | 3 | 100 |
| Sep 2015 | $119.3M | $67.6M | $51.7M | 3 | 100 |
| May 2015 | $119.3M | $67.6M | $51.7M | 3 | 100 |
| Mar 2015 | $119.3M | $67.6M | $51.7M | 3 | 100 |
| Aug 2014 | $112M | $51M | $61M | 4 | 145 |
| May 2014 | $112M | $51M | $61M | 4 | 145 |
DateMar 2025
Total AUM$169.3M
Discretionary$142.2M
Non-Disc.$27.1M
Employees2
Clients3
DateMar 2025
Total AUM$169.3M
Discretionary$142.2M
Non-Disc.$27.1M
Employees2
Clients3
DateApr 2024
Total AUM$168.7M
Discretionary$154.9M
Non-Disc.$13.8M
Employees2
Clients12
DateMar 2024
Total AUM$168.7M
Discretionary$154.9M
Non-Disc.$13.8M
Employees2
Clients12
DateAug 2023
Total AUM$170.8M
Discretionary$132.6M
Non-Disc.$38.2M
Employees2
Clients0
DateAug 2023
Total AUM$170.8M
Discretionary$132.6M
Non-Disc.$38.2M
Employees2
Clients0
DateMar 2023
Total AUM$170.8M
Discretionary$132.6M
Non-Disc.$38.2M
Employees3
Clients0
DateMar 2023
Total AUM$170.8M
Discretionary$132.6M
Non-Disc.$38.2M
Employees3
Clients0
DateMar 2023
Total AUM$170.8M
Discretionary$132.6M
Non-Disc.$38.2M
Employees3
Clients0
DateNov 2022
Total AUM$190.9M
Discretionary$146.1M
Non-Disc.$44.8M
Employees3
Clients25
DateMar 2022
Total AUM$190.9M
Discretionary$146.1M
Non-Disc.$44.8M
Employees3
Clients25
DateMar 2022
Total AUM$190.9M
Discretionary$146.1M
Non-Disc.$44.8M
Employees3
Clients25
DateMar 2022
Total AUM$190.9M
Discretionary$146.1M
Non-Disc.$44.8M
Employees3
Clients25
DateMar 2022
Total AUM$190.9M
Discretionary$146.1M
Non-Disc.$44.8M
Employees3
Clients25
DateFeb 2021
Total AUM$165.5M
Discretionary$127.1M
Non-Disc.$38.5M
Employees3
Clients0
DateFeb 2021
Total AUM$165.5M
Discretionary$127.1M
Non-Disc.$38.5M
Employees3
Clients0
DateJun 2020
Total AUM$171M
Discretionary$130.5M
Non-Disc.$40.5M
Employees4
Clients0
DateMar 2020
Total AUM$171M
Discretionary$130.5M
Non-Disc.$40.5M
Employees4
Clients0
DateJul 2019
Total AUM$149.5M
Discretionary$117.3M
Non-Disc.$32.2M
Employees4
Clients0
DateJul 2019
Total AUM$149.5M
Discretionary$117.3M
Non-Disc.$32.2M
Employees4
Clients0
DateMar 2019
Total AUM$149.5M
Discretionary$117.3M
Non-Disc.$32.2M
Employees4
Clients0
DateJul 2018
Total AUM$149.9M
Discretionary$106.6M
Non-Disc.$43.3M
Employees4
Clients134
DateMar 2018
Total AUM$149.9M
Discretionary$106.6M
Non-Disc.$43.3M
Employees4
Clients134
DateAug 2017
Total AUM$119.7M
Discretionary$72.3M
Non-Disc.$47.4M
Employees3
Clients100
DateFeb 2017
Total AUM$119.7M
Discretionary$72.3M
Non-Disc.$47.4M
Employees3
Clients100
DateJan 2017
Total AUM$106.7M
Discretionary$68.1M
Non-Disc.$38.6M
Employees4
Clients100
DateDec 2016
Total AUM$106.7M
Discretionary$68.1M
Non-Disc.$38.6M
Employees3
Clients100
DateJun 2016
Total AUM$106.7M
Discretionary$68.1M
Non-Disc.$38.6M
Employees3
Clients100
DateApr 2016
Total AUM$106.7M
Discretionary$68.1M
Non-Disc.$38.6M
Employees3
Clients100
DateFeb 2016
Total AUM$106.7M
Discretionary$68.1M
Non-Disc.$38.6M
Employees3
Clients100
DateSep 2015
Total AUM$119.3M
Discretionary$67.6M
Non-Disc.$51.7M
Employees3
Clients100
DateMay 2015
Total AUM$119.3M
Discretionary$67.6M
Non-Disc.$51.7M
Employees3
Clients100
DateMar 2015
Total AUM$119.3M
Discretionary$67.6M
Non-Disc.$51.7M
Employees3
Clients100
DateAug 2014
Total AUM$112M
Discretionary$51M
Non-Disc.$61M
Employees4
Clients145
DateMay 2014
Total AUM$112M
Discretionary$51M
Non-Disc.$61M
Employees4
Clients145