CRD: 151309
Waterrock Global Asset Management
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-25-2010
- Office Locations
- 3
Office Locations
About Waterrock Global Asset Management
WaterRock Global Asset Management is a Bellevue, WA registered investment adviser founded in 2009, led by Principal/CIO Adam Droker alongside Co-CIO Kevin Churchill (CFA, CFP). The firm provides financial and retirement planning, portfolio construction and ongoing asset management for business owners, high-net-worth families, and LGBTQ+ couples. Research-driven, global-opportunity approach using strategies spanning ETFs and fixed income, supported by a Nitrogen (Riskalyze) risk assessment workflow and Schwab client access.
Team overview
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Owner & Executives
ADAM D DROKER
Chief Compliance Officer, Chief Investment Officer, EXECUTIVE VICE PRESIDENT, Investment Advisor
- CRD
- #4830451
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KEVIN M CHURCHILL
Chief Investment Officer | Wealth CFO
- CRD
- #4856496
Leland Jeppesen
--
- CRD
- #8045231
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,101,945 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,101,945 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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