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WATEREQUITY LLC

KANSAS CITY, MO · CRD 281955 · IAPD ↗ · waterequity.com · 816-800-8100

$450.2MRegulatory AUM
27Advisory reps
44Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — WATEREQUITY LLC reported RAUM up 29% ($348.5M -> $450.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
54
April 2024 — WATEREQUITY LLC reported RAUM up 57% ($205.5M -> $322.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — WATEREQUITY LLC grew from 22 to 29 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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