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WATER VALLEY INVESTMENT ADVISORS, INC.

UUID6b5d50cb-a47a-581e-a7b4-ec7c6e40d552
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 116936 116936 1.0
sec_file_number 801-121860 801-121860

Profile

WebsiteHTTP://WWW.WVIAINC.COM
HQ CityLITTLE ELM
HQ StateTX
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)141,151,068.0
  • RAUM (discretionary)141,151,068.0
  • Actionable assets108,586,584.0
  • Accounts151.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM577,619.0
  • HNW AUM108,008,965.0

As of 2025-04-01 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.