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WATERSHED WEALTH
WATERSHED WEALTH MANAGEMENT LLC
CRD 325405
1223 S STATE AVE, SUITE B, ALPENA, MI, 49707, United States
Phone
989-255-0457
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.7M
Discretionary AUM
$12.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersRETIREMENT PLAN CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $9.6M |
| High net worth individuals | 7 | $8.5M |
All web addresses on file
- https://www.linkedin.com/in/saddlerg/
- https://www.watershedwm.com/
- https://www.linkedin.com/company/watershed-wealth/about/
- https://www.instagram.com/planwithgriff
- https://www.youtube.com/@planwithgriff
- https://www.facebook.com/WatershedWealthManagement/
- https://www.instagram.com/watershed_wealth/
- https://linktr.ee/griffinsaddler
Official SEC filing: View on IAPD