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WATERWAY WEALTH MANAGEMENT, L.L.C.

THE WOODLANDS, TX · CRD 164975 · IAPD ↗ · waterwaywealth.com · 281-363-0000

$675.8MRegulatory AUM
4Advisory reps
11Employees
1Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — WATERWAY WEALTH MANAGEMENT, L.L.C. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
March 2025 — WATERWAY WEALTH MANAGEMENT, L.L.C. shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.