Waterway Wealth Management, L.L.C.

Who works here

• AJ
  Ariel Nicole Jasso
• DM
  Daniel Paul Michalk
• DT
  Daniel Robert Trgovich
• JM
  Jessica Leigh McCain
• NO
  Nicholas Oldham
• RK
  Ross Conner King

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Waterway Wealth Management, L.L.C.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

164975