GREAT WATERS WEALTH MANAGEMENT
Legal name: GREAT WATERS FINANCIAL
CRD #308215 SEC #801-123543 SHOREVIEW, MN 612-360-2127
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
42
Clients
1
Accounts
5,944
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.2B | $1.2B | $0 | 42 | 2 |
| Sep 2025 | $1.2B | $1.2B | $0 | 42 | 2 |
| Sep 2025 | $1.2B | $1.2B | $0 | 42 | 2 |
| May 2025 | $1.2B | $1.2B | $0 | 42 | 2 |
| May 2025 | $1.2B | $1.2B | $0 | 42 | 2 |
| May 2025 | $1.2B | $1.2B | $0 | 42 | 2 |
| Mar 2025 | $1.2B | $1.2B | $0 | 42 | 2 |
| Mar 2025 | $1.2B | $1.2B | $0 | 42 | 2 |
| Oct 2024 | $1B | $1B | $0 | 42 | 4 |
| Jul 2024 | $1B | $1B | $0 | 42 | 4 |
| Mar 2024 | $1B | $1B | $0 | 42 | 4 |
| Mar 2024 | $1B | $1B | $0 | 42 | 4 |
| Sep 2023 | $957.6M | $957.6M | $0 | 40 | 19 |
| Jul 2023 | $957.6M | $957.6M | $0 | 40 | 19 |
| May 2023 | $957.6M | $957.6M | $0 | 40 | 19 |
| Mar 2023 | $957.6M | $957.6M | $0 | 40 | 19 |
| Mar 2023 | $957.6M | $957.6M | $0 | 40 | 19 |
| Oct 2022 | $978.5M | $978.5M | $0 | 44 | 0 |
| Jul 2022 | $978.5M | $978.5M | $0 | 44 | 0 |
| Jul 2022 | $978.5M | $978.5M | $0 | 44 | 0 |
| Apr 2022 | $0 | $0 | $0 | 26 | 0 |
| Apr 2022 | $0 | $0 | $0 | 26 | 0 |
| Mar 2022 | $0 | $0 | $0 | 26 | 0 |
| Feb 2022 | $0 | $0 | $0 | 26 | 0 |
DateNov 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees42
Clients2
DateSep 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees42
Clients2
DateSep 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees42
Clients2
DateMay 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees42
Clients2
DateMay 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees42
Clients2
DateMay 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees42
Clients2
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees42
Clients2
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees42
Clients2
DateOct 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees42
Clients4
DateJul 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees42
Clients4
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees42
Clients4
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees42
Clients4
DateSep 2023
Total AUM$957.6M
Discretionary$957.6M
Non-Disc.$0
Employees40
Clients19
DateJul 2023
Total AUM$957.6M
Discretionary$957.6M
Non-Disc.$0
Employees40
Clients19
DateMay 2023
Total AUM$957.6M
Discretionary$957.6M
Non-Disc.$0
Employees40
Clients19
DateMar 2023
Total AUM$957.6M
Discretionary$957.6M
Non-Disc.$0
Employees40
Clients19
DateMar 2023
Total AUM$957.6M
Discretionary$957.6M
Non-Disc.$0
Employees40
Clients19
DateOct 2022
Total AUM$978.5M
Discretionary$978.5M
Non-Disc.$0
Employees44
Clients0
DateJul 2022
Total AUM$978.5M
Discretionary$978.5M
Non-Disc.$0
Employees44
Clients0
DateJul 2022
Total AUM$978.5M
Discretionary$978.5M
Non-Disc.$0
Employees44
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees26
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees26
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees26
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees26
Clients0