WATERSHED PRIVATE WEALTH LLC

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

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 Status	Approved
Firm CRD#	316408
SEC#	801-122309
Assets Managed by Firm	$302,042,079
No. of Clients	505
No. of Advisors	3

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 Clients	AUM
Firm Total	505	$302,042,079
Individuals (other than high net worth individuals)	54	$25,726,313
High net worth individuals	72	$276,214,350
Corporations or other businesses	1	$101,416

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