WATERWAY WEALTH MANAGEMENT, L.L.C. of THE WOODLANDS, TX is an SEC-registered investment adviser (CRD 164975). Regulatory assets under management: $675.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| 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 | — |