Watershed Private Wealth's Form ADV discloses 1.20% on the first $1 million, 1.00% on the next $1 million, 0.85% on the next $3 million, 0.75% on the next $5 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #316408), Watershed Private Wealth is subject to fiduciary duty under federal law.
Watershed Private Wealth is headquartered in OAK BROOK, IL.
Watershed Private Wealth serves 78 high-net-worth clients according to their SEC filing dated August 31, 2026. View client details ↓
According to their SEC Form ADV, Watershed Private Wealth offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Watershed Private Wealth manages $414 million in client assets according to their SEC filing dated August 31, 2026.
According to their SEC Form ADV, Watershed Private Wealth serves high-net-worth individuals and institutional clients. View client details ↓