# Headwater Investment Consulting

Headwater Investment Consulting is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/headwater-ic

## Regulatory record

- **CRD number:** 133009
- **SEC file number:** 801-64965
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133009

## About

Headwater Investment Consulting, Inc. is an SEC-registered investment adviser in McMinnville, OR, registered since 2005. The firm manages $543 million in assets, with $524 million managed on a discretionary basis. It employs 7 staff and 5 investment advisers.

## Questions

### Who runs investment decisions at Headwater Investment Consulting?

The firm has not disclosed any principals, investment committee members, or key decision-makers in public filings, its website, or professional networks. The corporate registration provides no named officers or directors.

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Last updated: 2026-07-06T01:24:18.055Z

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