GREAT WATERS WEALTH MANAGEMENT of SHOREVIEW, MN is an SEC-registered investment adviser (CRD 308215). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Michael Joseph Palumbo | CHIEF EXECUTIVE OFFICER | — |
| Justin Raymond Halverson | CHIEF COMPLIANCE OFFICER | — |
| Elijah Reed Kovar | OWNER; PARTNER | — |
| Nicholas Christopher Benjamin Foulks | DIRECTOR OF COMMUNICATIONS STRATEGY | — |
| Maya Ruth Arseneau | CHIEF OF STAFF | — |
| Kersten Joy Kohnen | DIRECTOR OF PEOPLE & CULTURE | — |
| Matthew Joseph Schwartz | ADVISOR, DIRECTOR OF CLIENT EXPERIENCE | — |
| Andrew Leigh Waller | DIRECTOR OF FINANCE | — |
| PALUMBO CHRISTOPHER JOSEPH | CHIEF EXECUTIVE OFFICER | — |
| SCHWARTZ HORACE JOSEPH | ADVISOR, DIRECTOR OF CLIENT EXPERIENCE | — |
| HALVERSON JUSTIN RAYMOND | CHIEF COMPLIANCE OFFICER | — |
| KOVAR ELIJAH REED | OWNER; PARTNER | — |
| FOULKS NICHOLAS CHRISTOPHER BENJAMIN | DIRECTOR OF COMMUNICATIONS STRATEGY | — |
| Olson Anna Elizabeth | DIRECTOR OF LEADERSHIP AND ORGANIZATIONAL DEVELOPMENT | — |
| Arseneau Maya Ruth | CHIEF OF STAFF | — |
| Sietstra Chris Aric | DIRECTOR OF FINANCE | — |
| Kohnen Kersten Joy | DIRECTOR OF PEOPLE & CULTURE | — |