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Portfolio Manager · Waterway Wealth Management, L.L.C.

Daniel R. Trgovich

CRD 5704678 · Named on Form ADV at one SEC-registered adviser

At a glance

Waterway Wealth Management, L.L.C., an SEC-registered wealth manager based in The Woodlands, TX with $676 million in regulatory assets, lists Daniel R. Trgovich on its Form ADV as Portfolio Manager, a control person.

Firms and roles

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Daniel P. MichalkManaging Member and Chief Compliance Officer, Waterway Wealth Management, L.L.C.
  • Stephanie A. HamesSenior Financial Planner, Waterway Wealth Management, L.L.C.
  • John M. RoachChief Operating Officer, Waterway Wealth Management, L.L.C.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.