Whitewater Wealth

Overview

Whitewater Wealth is an independent, individually owned registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small-business clients, with some institutional relationships. The firm runs a largely discretionary practice—about 90% of assets are managed on a discretionary basis—and shows a clear preference for publicly traded equities, using exchange-traded instruments as the dominant building block of client portfolios. Fee arrangements include both percentage-of-AUM and fixed fees. Investment activity centers on liquid equity exposure supplemented by external alternative fund commitments. The firm deploys third-party managers for private equity and real estate allocations and also uses annuities and mutual funds as part of client solutions. Whitewater Wealth is not an active ESG investor and does not present as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices