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Springwater Wealth Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Aug. 26, 2017
    • $119.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 146
      Accounts
    • $820.1K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

3

name start date
James Louis Corbeau
June 2013
Terence Anthony Donahe
June 2013
Frank Grant Remund
January 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cetera Retirement Plan Specialists -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Terence Anthony Donahe Chief Compliance Officer March, 2013 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees