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WATERSHED PRIVATE WEALTH LLC

1415 W. 22nd Street
Tower Floor
Oak Brook, Illinois 60523
Tel: 630.645.3848

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About WATERSHED PRIVATE WEALTH LLC

WATERSHED PRIVATE WEALTH LLC, formally registered with the SEC as WATERSHED PRIVATE WEALTH LLC. The firm was established in 09/10/2021. They have over 1 offices throughout the country.

WATERSHED PRIVATE WEALTH LLC is a Oak Brook, Illinois based Financial Planning firm with nearly $302,042,079 assets under management, offering retirement planning & investment advisory services to 505 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#316408
SEC#801-122309
Assets Managed by Firm$302,042,079
No. of Clients505
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total505$302,042,079
Individuals (other than high net worth individuals)54$25,726,313
High net worth individuals72$276,214,350
Corporations or other businesses1$101,416

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