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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-31-2012
- Office Locations
- 1
Office Locations
About Waterway Wealth Management, L.l.c.
Waterway Wealth Management is a small team of financial planners serving business owners, executives, and families with relationship-first, holistic planning that ties investment decisions to insurance and tax considerations. They frame retirement as “refocusing planning,” helping clients align wealth with purpose beyond running a company. Portfolios commonly use public funds and ETFs, with custody at Schwab and Fidelity.
Reported data analysis
What the numbers show
Between February 18, 2025 and April 13, 2026, reported AUM increased 22.2%, from $552.8M to $675.8M.
Across 5 reported observations, AUM increased 35.5% between March 30, 2022 and April 13, 2026, from $498.7M to $675.8M.
Of the latest reported AUM, 96.4% is discretionary and 3.6% is non-discretionary.
The firm reports 4 advisory representatives and 143 clients, or 35.8 clients per representative. That equates to $4.7M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on April 13, 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
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DANIEL PAUL MICHALK
Principal
- CRD
- #2579778
- Ownership
- 75% or more
Stephanie Annette Hames
SENIOR FINANCIAL PLANNER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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ARIEL NICOLE JASSO
Associate Financial Planner
- CRD
- #6614441
Ross Conner King
Senior Financial Planner
- CRD
- #7898013
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $651,637,680 | $615,915 |
| Non-Discretionary | $24,135,126 | $1,609,008 |
| Total | $675,772,806 | $629,798 |
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Separately Managed Accounts
SMA allocation detail is available
Waterway Wealth Management, L.l.c. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Waterway Wealth Management, L.l.c.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.