Waterway Wealth Management Employee Directory

Q: What is Waterway Wealth Management known for?

Waterway Wealth Management was founded in 2012. Waterway Wealth Management operates in the Financial Services industry.

Q: How many employees does Waterway Wealth Management have currently?

Waterway Wealth Management has approximately 12 employees.

Financial ServicesTexas, United States11-50 Employees

Waterway Wealth Management is a full service RIA based in The Woodlands, Texas.  We specialized in fee only financial planning and investment management for individuals and families.  Our goal is to maintain a strong relationship with our clients over a long period of time to insure they reach their goals and objectives.

Find Waterway Wealth Management employees' phone numbers or email addresses

Waterway Wealth Management Global Highlights

North America
20

United States Of America
20

Waterway Wealth Management's Leadership

J. M. R.
Chief Operating Officer
Mobile Phone
Email
J. P.
Associate Portfolio Manager
Mobile Phone
Email
L. B.
Relationship Manager
Mobile Phone
Email
D. T.
Portfolio Manager
Mobile Phone
Email
J. L.
Office Manager
Mobile Phone
Email
K. T.
Relationship Manager
Mobile Phone
Email
Y. A.
Office Manager
Mobile Phone
Email
D. M.
Principal
Mobile Phone
Email

Contact profiles from Waterway Wealth Management

Name

Title

Contact Info

Location

Last Update

J. M. R.
Chief Operating Officer
Mobile Phone
Email
United StatesTexas
Dec 04, 2025
J. P.
Associate Portfolio Manager
Mobile Phone
Email
United StatesTexas
Dec 04, 2025
L. B.
Relationship Manager
Mobile Phone
Email
United StatesMississippi
Dec 04, 2025
D. T.
Portfolio Manager
Mobile Phone
Email
Dec 04, 2025
J. L.
Office Manager
Mobile Phone
Email
United StatesNew Mexico
Feb 09, 2025
K. T.
Relationship Manager
Mobile Phone
Email
United StatesTexas
Dec 04, 2025
Y. A.
Office Manager
Mobile Phone
Email
UNITED STATES
Jul 07, 2024
D. M.
Principal
Mobile Phone
Email
United StatesTexas
Dec 04, 2025
R. K.
Senior Financial Planner
Mobile Phone
Email
United StatesTexas
Dec 04, 2025
A. J.
Associate Financial Planner
Mobile Phone
Email
United States
Dec 04, 2025

Frequently Asked Questions

What is Waterway Wealth Management known for?

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; you can contact the main corporate office by phone at

+1-281-363-****

. Explore Waterway Wealth Management's company overview page for more information.

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

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?

Waterway Wealth Management has approximately 12 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Waterway Wealth Management's key employees include:

Chief Operating Officer: J. M. R.
Associate Portfolio Manager: J. P.
Relationship Manager: L. B.
Portfolio Manager: D. T.
Office Manager: J. L.

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