CRD: 150034
Springwater Advisors, LLC
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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2009
- Office Locations
- 1
Office Locations
About Springwater Advisors, LLC
Springwater Wealth (Springwater Advisors, LLC) is an independent, fee-only RIA providing financial planning and investment management grounded in financial science. The firm specializes in serving women starting a new chapter and independent women, as well as pre-retirees and retirees. Advisors act as fiduciaries and hold CFP designations, and portfolios are implemented primarily with public funds and ETFs.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PHILLIP MICHAEL PLANT
Limited Partner, Managing Member
- CRD
- #364393
- Ownership
- 75% or more
ELIZABETH BLANCHARD RAGAN
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #1191381
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRENT STEVEN HOLT
Financial Advisor, General Partner
- CRD
- #5454897
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,460,726 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,460,726 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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