Tech stack
No one at Headwater Investment Consulting,Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Fidelity
Per Form ADV · $378M held · filed May 2024
T
TIAA-Cref Individual & Institutional Services, LLC
Per Form ADV · $19M held · filed May 2024