Gregory
Wait
Riverwater Partners LLC
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About this Advisor
Gregory Wait is a financial advisor based in Milwaukee, Wisconsin who has 4 years of industry experience. Wait is an advisor for Riverwater Partners LLC. During their career, the advisor has held roles at Falcons Rock Investment Counsel, LLC, Park Place Capital Management, Inc (Fka Perry Capital Mgmt Inc), Prophecy Impact Investments, LLC, Falcons Rock Impact Investments, LLC, Strategic Wealth Partners Group LLC and Riverwater Partners, LLC. Wait holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas and Wisconsin. Riverwater Partners LLC is an advisory business operating out of Milwaukee, WI. It administers $747 million in assets under management among its 534 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm serves 13 charities and foundations. Of its 534 customer accounts, 55% are held by high-net-worth investors who have at least $1 million in investable assets. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically vary depending on which services are provided. However, fee types billed by Riverwater Partners LLC likely consist of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Riverwater Partners LLC Brokerage Details
$746,659,835
11
534
$1,398,239
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Gregory Wait Work History
Gregory has been registered as a financial advisor for 4 years.*
Riverwater Partners, LLC
Falcons Rock Impact Investments, LLC
Strategic Wealth Partners Group LLC
Prophecy Impact Investments, LLC
Park Place Capital Management, Inc (Fka Perry Capital Mgmt Inc)
Falcons Rock Investment Counsel, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Wait to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Riverwater Partners LLC
Milwaukee, WI
Milwaukee, WI
Hartland, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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