# HEADWATERS FINANCIAL PLANNING, LLC

HEADWATERS FINANCIAL PLANNING, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 330133
- Type: SEC-registered investment adviser
- Phone: 720-839-2668
- Latest filing: 2025-02-24
- Regulatory AUM: $900K
- Discretionary AUM: $900K
- Clients: 1
- Accounts: 8

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330133/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330133/similar
- Related entities: https://search.stillhousedata.com/firm/330133/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330133

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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.