WATERSHED WEALTH PLANNING LLC

Overview

Watershed Wealth Planning LLC operates as an independent registered investment adviser structured as a limited liability company and focused on serving individuals and families. The firm combines financial planning with portfolio management for individuals and small businesses and offers selection of other advisers as part of its advisory services. Its billing mixes percentage-of-AUM and fixed-fee arrangements, which suits both ongoing portfolio management and project-based planning work. Investment activity centers on equity-heavy allocations, with a clear preference for exchange-traded securities. The adviser manages both discretionary and non-discretionary relationships, suggesting it customizes portfolios where clients grant trading authority while also supporting clients who retain final decision-making. Watershed does not position itself as an active ESG investor and appears focused on traditional wealth-management solutions rather than institutional pension consulting or multi-state adviser operations.

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Location & Offices