WHITEWATER WEALTH

WHITEWATER WEALTH of VIDA, OR is an SEC-registered investment adviser (CRD 169233). Regulatory assets under management: $68.5M.

Registration

• CRD: 169233
• SEC file number: 801-78843
• Type: Registered investment adviser
• Location: 45632 MCKENZIE HWY., VIDA, OR, 97488
• Phone: (541)953-1442
• Latest filing: 2026-06-30
• Regulatory AUM: $68.5M
• Discretionary AUM: $61.5M
• Non-discretionary AUM: $7.0M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 169233 on SEC IAPD (source of record)
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