SPRINGWATER WEALTH MANAGEMENT, LLC

SPRINGWATER WEALTH MANAGEMENT, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 167539). Regulatory assets under management: $203.9M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (4)

NameRoleLocation
James Louis CorbeauCHIEF COMPLIANCE OFFICER; OWNER
Terence Anthony DonaheOWNER
CORBEAU JAMES LOUISCHIEF COMPLIANCE OFFICER; OWNER
DONAHE TERENCE ANTHONYCHIEF COMPLIANCE OFFICER; OWNER

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