# Waterway Wealth Management

Waterway Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** waterwaywealth.com
- **LinkedIn:** https://www.linkedin.com/company/waterway-wealth-management

## Regulatory record

- **CRD number:** 164975
- **SEC file number:** 801-77571
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164975

## About

Waterway Wealth Management is a full-service RIA based in The Woodlands, Texas. It provides fee-only financial planning and investment management for individuals and families. The firm seeks to sustain client relationships over long periods to help them meet their goals and objectives.

## Questions

### Who are the principals or founders of Waterway Wealth Management?

No named principals or founders are publicly listed for Waterway Wealth Management. The firm maintains a low profile, which is common among RIAs focused on a select client base.

### Does Waterway Wealth Management disclose its AUM or client base?

No. Waterway Wealth Management does not publicly disclose its assets under management, client roster, or detailed financials. This lack of transparency is a structural choice common among private wealth managers.

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Last updated: 2026-07-11T16:29:38.000Z

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