Springwater Wealth Management, LLC
CRD 167539SEC# 801-79766Lake Oswego, OR
No longer SEC-registered. Springwater Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$203.9M
Employees
2
Accounts
406
Location
Lake Oswego, OR
Springwater Wealth Management, LLC assets under management
Springwater Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Lake Oswego, OR. It reports $203.9 million in regulatory assets under management and employs 2 people.
Springwater Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Louis Corbeau Control | Chief Compliance Officer | 50-75% | 2018 |
| Powder Diamonds, Inc Control | Owner | 50-75% | 2013 |
| Raven Wealth Management, Inc Control | Owner | 50-75% | 2013 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Springwater Wealth Management, LLC manage?
Springwater Wealth Management, LLC reports $203.9 million in regulatory assets under management on its Form ADV.
How many employees does Springwater Wealth Management, LLC have?
Springwater Wealth Management, LLC reports 2 employees.
Where is Springwater Wealth Management, LLC located?
Springwater Wealth Management, LLC is based in Lake Oswego, OR.
Does Springwater Wealth Management, LLC disclose fund performance?
Springwater Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5335 Meadows Road, Suite 240, Lake Oswego, OR 97035 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$203.9M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$203.9Mregulatory AUM
Discretionary $165.4MNon-discretionary $38.5M