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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2021
- Office Locations
- 1
Office Locations
About B. Water Investments
B. Water Investments (BWI) provides tax-sensitive portfolio management and rebalancing, plus financial planning and consulting. The firm uses an adaptive, disciplined technical-analysis process, with add-on capital preservation/hedging and more active management for changing markets; qualified high risk-tolerance clients can opt for performance-based, high-frequency trading. Portfolios may include stocks, ETFs, options, commodities, and crypto/digital assets. BWI donates up to 10% of revenue to water charities and water diplomacy efforts.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 10 clients, or 10 clients per representative. That equates to $524.8K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Services
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Owner & Executives
Michael David Zitron
Chief Compliance Officer, Chief Executive Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #7402807
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,247,542 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,247,542 | -- |
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Separately Managed Accounts
SMA allocation detail is available
B. Water Investments has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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