WATER STREET WEALTH MANAGEMENT, LLC

WATER STREET WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 295559). Regulatory assets under management: $45.1M.

Registration

• CRD: 295559
• Type: Registered investment adviser
• Phone: (813) 484-7877
• Latest filing: 2025-03-06
• Regulatory AUM: $45.1M
• Discretionary AUM: $45.1M
• Clients: 1
• Accounts: 295

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 295559 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search