SourcingSourcing

SPRINGWATER WEALTH MANAGEMENT, LLC

B57
CRD 167539·SEC 801-79766·LAKE OSWEGO, OR
AUM
$203.9M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$612K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SPRINGWATER WEALTH MANAGEMENT, LLC
CRD
167539
SEC file #
801-79766
EIN
—
DBA names
—

Economics

AUM
$203.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$149.5M → $203.9M▲ +36%
Client mix
Individuals Other56
Individuals High Net Worth53
Pension Profit Sharing Plans9

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
LAKE OSWEGO OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
facebook.com/springwaterwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CORBEAU, JAMES, LOUIS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CORBEAU, JAMES, LOUIS
POWDER DIAMONDS, INC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:springwater.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4536673
Trust Company Affiliate
No

People (2)

2
CORBEAU, JAMES, LOUIS
IAR · Direct Owner · 62.5%
4536673
TERENCE ANTHONY DONAHE
IAR
1845426