Great Waters Wealth Management
● SEC registered since 2022CRD 308215SEC# 801-123543Shoreview, MN
Reg. AUM
$1.24B
Employees
42
Accounts
6,141
Location
Shoreview, MN
Great Waters Wealth Management assets under management
Great Waters Wealth Management is a registered investment adviser overseen by the SEC based in Shoreview, MN. The firm has been registered since 2022. It reports $1.2 billion in regulatory assets under management and employs 42 people.
Great Waters Wealth Management owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Leigh Waller Control | Director Of Finance | Under 5% | 2024 |
| Elijah Reed Kovar Control | Partner | Under 5% | 2021 |
| Great Waters Financial Management Control | Owner | Over 75% | 2021 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Great Waters Wealth Management manage?
Great Waters Wealth Management reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Great Waters Wealth Management have?
Great Waters Wealth Management reports 42 employees.
Where is Great Waters Wealth Management located?
Great Waters Wealth Management is based in Shoreview, MN and has been SEC-registered since 2022.
Does Great Waters Wealth Management disclose fund performance?
Great Waters Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4100 Lexington Ave N, Suite 100, Shoreview, MN 55126 |
| Phone | 612-360-2127 |
| Office hours | 8:30-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1964535 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.24B▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$1.24Bregulatory AUM
Discretionary $1.24B