LP Profile

Springwater Wealth Management

Also known as springwater wealth

Wealth ManagerLake Oswego, United StatesFounded 2013
$191M
Assets Under Management
Lake Oswego
Headquarters
Investment Focus

About Springwater Wealth Management

Financial Planning and Investment Management provided by credentialed Certified Financial Planners located in Portland, Oregon and Santa Cruz, California.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Springwater Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$203.9M
Total Clients
406
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Springwater Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Springwater Wealth Management?

Springwater Wealth Management is a wealth manager based in Lake Oswego, United States, managing approximately $191M in assets.

Where is Springwater Wealth Management headquartered?

Springwater Wealth Management is headquartered in Lake Oswego, United States.

How much does Springwater Wealth Management manage?

Springwater Wealth Management manages approximately $191M in assets under management.

When was Springwater Wealth Management founded?

Springwater Wealth Management was founded in 2013.

How can I contact Springwater Wealth Management?

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