WATERSHED WEALTH
Firm details
- Headquarters
- ALPENA, Michigan
- CRD number
- 325405
- Website
- www.watershedwm.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals51.07%
- HNWI45.41%
- Other3.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Watershed Wealth is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and selection of outside advisers, and it also operates as an insurance broker. Watershed Wealth charges clients via a mix of percentage-of-AUM fees, hourly fees, and fixed fees. It identifies itself as a capital allocator and does not classify itself as an active ESG investor or a multi-state adviser.
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 Funds63%
- Other32%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
1 of 1GRIFFIN SADDLER
OwnerCRD 6856259
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALPENA, MI
ALPENA
Location
ALPENA, MI
Headquartered in ALPENA, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- ALPENA
- Address
- 1223 S State Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
STATE STREET FINANCIAL ADVISORS, LLC
RIAALPENA, MI
SECURITY FINANCIAL ADVISORS,LLC
RIAANN ARBOR, MI
CALVERT PLANNING CORPORATION
RIATROY, MI
ASSET PRESERVATION CAPITAL, LTD
RIATROY, MI
RECKER FINANCIAL LLC
RIABAY CITY, MI
DC & ASSOCIATES
RIAGRAND RAPIDS, MI