Waterway Wealth Management Employee Directory

Financial ServicesTexas, United States11-50 Employees

Waterway Wealth Management is a registered investment advisor based in The Woodlands, Texas. The firm provides fee-only financial planning and investment management services to individuals and families, aiming to maintain long-term client relationships to help them reach their goals and objectives.

Operating within the financial services industry, the company positions itself as a full-service advisory partner focused on personalized planning and disciplined investment management. With a relatively small to mid-sized team, Waterway Wealth Management serves clients in the United States from its The Woodlands location, emphasizing fiduciary, client-focused guidance in a stable, long-term engagement framework.

Find Waterway Wealth Management employees' phone numbers or email addresses

Waterway Wealth Management Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Waterway Wealth Management's Leadership

  • Stylized image of a person
    L. B.
    Relationship Manager
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    D. T.
    Portfolio Manager
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  • Stylized image of a person
    J. L.
    Office Manager
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  • Stylized image of a person
    Y. A.
    Office Manager
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  • Stylized image of a person
    N. O.
    Trader
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    A. J.
    Associate Financial Planner
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  • Stylized image of a person
    A. D.
    Associate Financial Planner
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  • Stylized image of a person
    A. H.
    Team Member
    Phone icon

Waterway Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Waterway Wealth Management

Name
Title
Contact Info
Location
Last Update
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    L. B.
    Relationship Manager
    Phone icon
    United StatesMississippi
    Apr 17, 2026
  • Stylized image of a person
    D. T.
    Portfolio Manager
    Phone icon
    Jun 10, 2026
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    J. L.
    Office Manager
    Phone icon
    United StatesNew Mexico
    Feb 09, 2025
  • Stylized image of a person
    Y. A.
    Office Manager
    Phone icon
    UNITED STATES
    Jul 07, 2024
  • Stylized image of a person
    N. O.
    Trader
    Phone icon
    United StatesMississippi
    Jun 10, 2026
  • Stylized image of a person
    A. J.
    Associate Financial Planner
    Phone icon
    United States
    Jun 26, 2026
  • Stylized image of a person
    A. D.
    Associate Financial Planner
    Phone icon
    UNITED STATES
    Jul 08, 2024
  • Stylized image of a person
    A. H.
    Team Member
    Phone icon
    UNITED STATES
    Jun 29, 2026
  • Stylized image of a person
    T. W.
    Underwriter
    Phone icon
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Waterway Wealth Management known for?

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Waterway Wealth Management was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 21 Waterway Avenue Suite 400 The Woodlands, Texas 77380 United States; you can contact the main corporate office by phone at . Explore Waterway Wealth Management's company overview page for more information.

What is Waterway Wealth Management's most common email format?

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Waterway Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Waterway Wealth Management email formats with LeadIQ.

How many employees does Waterway Wealth Management have currently?

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Waterway Wealth Management has approximately 11 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Waterway Wealth Management's key employees and leadership?

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As of June 2026, Waterway Wealth Management's key employees include:

  • Relationship Manager: L. B.
  • Portfolio Manager: D. T.
  • Office Manager: J. L.
  • Office Manager: Y. A.
  • Trader: N. O.

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