# WATERWAY WEALTH MANAGEMENT, L.L.C.

WATERWAY WEALTH MANAGEMENT, L.L.C. of THE WOODLANDS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 164975
- Type: SEC-registered investment adviser
- SEC file number: 801-77571
- Location: 21 WATERWAY, SUITE 500, THE WOODLANDS, TX, 77380
- Phone: 281-363-0000
- Latest filing: 2026-04-13
- Regulatory AUM: $675.8M
- Discretionary AUM: $651.6M
- Non-discretionary AUM: $24.1M
- Clients: 11
- Accounts: 1,073

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Paul Michalk | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| MICHALK DANIEL PAUL | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Stephanie Annette Hames | SENIOR FINANCIAL PLANNER | — |
| Daniel Robert Trgovich | PORTFOLIO MANAGER | — |
| John Michael Roach | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164975/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164975/similar
- Related entities: https://search.stillhousedata.com/firm/164975/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164975

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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.