# GREAT WATERS WEALTH MANAGEMENT

GREAT WATERS WEALTH MANAGEMENT of SHOREVIEW, MN is an SEC-registered investment adviser.

## Registration

- CRD: 308215
- Type: SEC-registered investment adviser
- SEC file number: 801-123543
- Location: 4100 LEXINGTON AVE N, SUITE 100, SHOREVIEW, MN, 55126
- Phone: 612-360-2127
- Latest filing: 2026-04-07
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 42
- Accounts: 6,141

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (17)

| 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 | — |


## Branch offices (3)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 612-360-2127 |
| — | — | 1 | 612-360-2127 |
| DULUTH | MN | 0 | 218-464-4399 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/308215/brochure
- Similar advisers: https://search.stillhousedata.com/firm/308215/similar
- Related entities: https://search.stillhousedata.com/firm/308215/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/308215

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.