WATERSHED PRIVATE WEALTH LLC
Doing business as WATERSHED PRIVATE WEALTH. SEC Form ADV profile.
Total regulatory AUM
$413,695,756
Discretionary
$413,695,756
Non-discretionary
$0
Firm details
- CRD number
- 316408
- SEC file number
- 801-122309
- Main office
- OAK BROOK, IL, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.