RIA Intel›Advisers›Minnesota›GREAT WATERS WEALTH MANAGEMENT

GREAT WATERS WEALTH MANAGEMENT

Advisory

N·SHOREVIEW, MN

Data as of Feb 16, 2026 · Source: SEC Form ADV

Total AUM
$1.2B
1-Year AUM Growth
+6.2%
3-Year CAGR
+2.1%
Employees
23
Assets Under Management
Total AUM$1.2B
Discretionary AUM$1.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,759
Team
Total Employees23
Investment Advisers42
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record16
First FilingFeb 24, 2022
Latest FilingFeb 16, 2026
🔒 Full AUM trend chart and 16 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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