# SWEETWATER ASSET MANAGEMENT LLC

SWEETWATER ASSET MANAGEMENT LLC of CANONSBURG, PA is an SEC-registered investment adviser.

## Registration

- CRD: 134367
- Type: SEC-registered investment adviser
- SEC file number: 801-63961
- Location: 375 SOUTHPOINTE BOULEVARD, SUITE 210, CANONSBURG, PA, 15317
- Phone: 724-745-7815
- Latest filing: 2007-10-26
- Regulatory AUM: $27.0M
- Discretionary AUM: $27.0M
- Clients: 1
- Accounts: 70

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| UMSTEAD RICHARD SCOTT | PRESIDENT AND CEO; PRESIDENTAND CEO; PRESIDENTAND CEO CHIEF COMPLIANCE OFFICER (+2 more) | — |
| LEWIS JOHN NEAL | SENIOR VICE PRESIDENT - SENIOR PORTFOLIO MANAGER | — |
| MORGENTHAU JOEL LEE | GENERAL COUNSEL | — |
| WAYMAN RICHARD JOSEPH | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT;  PORTFOLIO MANAGER; VICE PRESIDENT AND PORTFOLIO MANAGER; VICE PRESIDENT, CHIEF COMPLIANE OFFICER AND PORTFOLIO MANAGER | — |
| HEBRANK GREGORY T | MEMBER | — |
| PANEK VICKI LYNN | VICE PRESIDENT, CFO AND CCO | — |
| MORGENTHAU JOEL L | GENERAL COUNSEL | — |
| DEMAIO PAUL JOHN | SENIOR VICE PRESIDENT - SALES AND MARKETING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134367/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134367/similar
- Related entities: https://search.stillhousedata.com/firm/134367/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134367

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.