W
$68.5M Total AUM
$61.5M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-26-2013
- Office Locations
- 1
Office Locations
-- Eugene OR
About Whitewater Wealth
Whitewater Wealth is a Eugene, OR-based fiduciary RIA providing investment advisory and financial planning for successful families. The firm builds customized portfolios with a notable use of ETFs alongside U.S. government/agency bonds, and works with custodians including Charles Schwab.
Team overview
-- AVG AGE
$68.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CHARLES DOUGLAS BALES
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #1897315
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,500,000 | $529,412 |
| Non-Discretionary | $7,000,000 | $5,000 |
| Total | $68,500,000 | $514,429 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Other:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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