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WATERSHED PRIVATE WEALTH
WATERSHED PRIVATE WEALTH LLC
CRD 316408 · SEC 801-122309
1415 WEST. 22ND STREET, SUITE 550, OAK BROOK, IL, 60523, United States
Phone
630-478-0195
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$413.7M
Discretionary AUM
$413.7M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $34.2M |
| High net worth individuals | 78 | $379.4M |
| Corporations/business entities | 1 | $121K |
States served
CA, IL, IN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD