RIA Intel›Advisers›Oregon›WHITEWATER WEALTH, LLC

WHITEWATER WEALTH, LLC

Advisory

OR

Data as of Jun 30, 2026 · Source: SEC Form ADV

Rank in OR

#270

of 305 advisers by AUM

AUM CAGR, 3 year

0.0%

compound annual growth

Average account

$761K

across 90 accounts

AUM per adviser

$69M

1 advisers

Filing history

7

filings since 2013

Source: SEC Form ADV. Figures as filed Jun 30, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

0.0%

Employees

1

Assets Under Management

Total AUM$69M

Discretionary AUM$62M

Non-Discretionary AUM$7M

Discretionary %89.8%

Total Clients37

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record7

First FilingNov 15, 2013

Latest FilingJun 30, 2026

Full AUM trend chart and 7 historical filings spanning 13+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, OR

Succession Risk

Lower risk

Composite band across five pillars

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

9th percentile

Composite rank among OR advisers

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

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Client Demographics

37 clients

27 high-net-worth

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

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Advisers of similar size in OR

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

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LAKE OSWEGO, OR

$69M

ERLANDSON WEALTH MANAGEMENT, LLC

$68M

CARDINAL POINT INVESTMENTS, LLC

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TYLER S HILLIGOSS LLC

$67M

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