Watershed Private Wealth
Firm details
- Headquarters
- Oak Brook, Illinois
- CRD number
- 316408
- Registered since
- September 10, 2021
- Website
- watershedprivatewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.71%
- Individuals8.26%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Watershed Private Wealth is an independent, individual-owned registered investment adviser that began its SEC registration in 2021. The firm acts as a capital allocator for both individual & family and institutional clients, combining financial planning with portfolio management for individuals, small businesses, and institutions. Its service mix includes selecting other advisers on behalf of clients. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Watershed does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities25%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$312M in ETFs
85%
$264M
13%
$47.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $72.7M | 94,941 | 23.32% |
Location
Oak Brook, IL
Du Page
Location
Oak Brook, IL
Headquartered in Oak Brook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 1415 W 22nd St
- Time zone
- CT (UTC-6)
- Office locations
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