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SPRINGWATER WEALTH MANAGEMENT, LLC

LAKE OSWEGO, OR · CRD 167539 · IAPD ↗ · 888-998-4796

$203.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2026 — SPRINGWATER WEALTH MANAGEMENT, LLC (LAKE OSWEGO, OR) left the SEC roster (was $203.9M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
58
April 2024 — SPRINGWATER WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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