Watershed Wealth

Overview

Watershed Wealth operates as an independent, individual-owned registered investment adviser organized as an LLC. The firm serves individual and family clients and also provides portfolio management for small businesses and other institutions. Its advisory offerings include financial planning, discretionary and non-discretionary portfolio management, and selection of outside advisers, and the firm also functions as an insurance broker. Watershed Wealth bills clients via percentage-of-AUM arrangements and also uses hourly and fixed-fee engagements. The firm identifies itself as a capital allocator, but it does not report active ESG investing or multi-state advisory registration in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives