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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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