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MICHAEL WATERS INVESTMENT ADVISERS LLC

Advisory

OKLAHOMA CITY, OK

Data as of Mar 19, 2025 · Source: SEC Form ADV

Average account

$261K

across 9 accounts

Source: SEC Form ADV. Figures as filed Mar 19, 2025.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOK

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OK

Closest by assets under management. All figures from Form ADV.

WINGATE CAPITAL ADVISORS LLC

TULSA, OK

$2M

FLATLANDS WEALTH LLC

OKLAHOMA CITY, OK

$3M

EMPOWER FINANCIAL ADVISORS, LLC

$3M

MIDWEST FINANCIAL MANAGEMENT, LLC

$3M

HUGHES CAPITAL MANAGEMENT, LLC

$3M

ZELUS WEALTH MANAGEMENT, LLC

$2M

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