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WATERSHED WEALTH PLANNING LLC
CRD 285980
7972 SE 13TH AVE, SUITE 102, PORTLAND, OR, 97202, United States
Phone
503-862-9064
Fax
855-788-6826
Registration
— (—)
Source
State registered
Total AUM
$31.2M
Discretionary AUM
$13.4M
Team
1 total employees; 1 advisory reps; 20 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $6.1M |
| High net worth individuals | 2 | $25.1M |
All web addresses on file
Official SEC filing: View on IAPD