Insights

Niche Clientele Targeting gay couples, high-salary employees with restricted stock and company benefits presents opportunities to offer tailored financial planning and benefit optimization services to a defined, potentially high-margin client segment.

Small Firm Advantage With a lean team and boutique advisory model, there is a sales opportunity to position WaterRock as a personalized, high-touch alternative to large firms for business owners and individuals seeking customized strategies.

Industry Credentials CRPC and AIF designations support credibility in fiduciary and retirement planning, enabling cross-sell of fiduciary-led services, retirement planning, and education on company benefits programs.

Tech Utilization Existing tech stack (AWS, PWA, modern JS frameworks) can be leveraged to enhance client onboarding, digital engagement, and scalable advisory workflows to attract tech-savvy clients and streamline operations.

Growth Indicators Revenue range indicates growth potential; as the firm expands, there are opportunities to upsell to larger business-owner clients, expand to additional registered states, and deepen advisory offerings for corporate benefits and estate planning.

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WaterRock Global Asset Management, LLC. Tech Stack

WaterRock Global Asset Management, LLC. uses 8 technology products and services including Amazon Web Services, GoDaddy Website Builder, Open Graph, and more. Explore WaterRock Global Asset Management, LLC.'s tech stack below.

Amazon Web Services
Cloud Hosting
GoDaddy Website Builder
Content Management System
Open Graph
Content Management System
Microsoft 365
Email
React
Javascript Frameworks
Polyfill
Javascript Libraries
PWA
Miscellaneous
HSTS
Security

WaterRock Global Asset Management, LLC.'s Email Address Formats

WaterRock Global Asset Management, LLC. uses at least 4 email formats:

WaterRock Global Asset Management, LLC. Email Formats	Example	Percentage
FLast@waterrockglobal.com	JDoe@waterrockglobal.com	40%
F.Last@waterrockglobal.com	J.Doe@waterrockglobal.com	20%
FirstLast@waterrockglobal.com	JohnDoe@waterrockglobal.com	20%
First@waterrockglobal.com	John@waterrockglobal.com	20%

Frequently Asked Questions

What is WaterRock Global Asset Management, LLC.'s phone number?

You can contact WaterRock Global Asset Management, LLC.'s main corporate office by phone at

+1-888-509-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is WaterRock Global Asset Management, LLC.'s official website and social media links?

WaterRock Global Asset Management, LLC.'s official website is waterrockglobal.com and has social profiles on LinkedIn.

How much revenue does WaterRock Global Asset Management, LLC. generate?

As of September 2026, WaterRock Global Asset Management, LLC.'s annual revenue is estimated to be $1M - $10M.

What is WaterRock Global Asset Management, LLC.'s NAICS code?

WaterRock Global Asset Management, LLC.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does WaterRock Global Asset Management, LLC. have currently?

As of September 2026, WaterRock Global Asset Management, LLC. has approximately 4 employees across 1 continents, including North America. Key team members include Engineer: K. M. Explore WaterRock Global Asset Management, LLC.'s employee directory with LeadIQ.

What industry does WaterRock Global Asset Management, LLC. belong to?

WaterRock Global Asset Management, LLC. operates in the Investment Management industry.

What technology does WaterRock Global Asset Management, LLC. use?

WaterRock Global Asset Management, LLC.'s tech stack includes Amazon Web Services, GoDaddy Website Builder, Open Graph, Microsoft 365, React, Polyfill, PWA and HSTS.

What is WaterRock Global Asset Management, LLC.'s email format?

WaterRock Global Asset Management, LLC.'s email format typically follows the pattern of FLast@waterrockglobal.com. Find more WaterRock Global Asset Management, LLC. email formats with LeadIQ.

When was WaterRock Global Asset Management, LLC. founded?

WaterRock Global Asset Management, LLC. was founded in 2009.

WaterRock Global Asset Management, LLC.

Investment ManagementWashington, United States2-10 Employees

WaterRock Global Asset Management, LLC is an investment advisory firm based in Bellevue, Washington. It operates as a registered investment adviser in Washington, Oregon, California, Arizona, and Florida. The firm concentrates on investment management for gay couples, employees of large companies, and business owners, and it emphasizes understanding clients' employer benefit programs, including stock-based compensation and retirement plans.

The principal and chief investment officer joined WaterRock in 2011 after roles at Merrill Lynch and Morgan Stanley, and acquired the founder's interest in 2014. The leadership holds CRPC and AIF credentials, and the principal's education includes a BA in Business and an MBA in Finance from Washington State University.