WATERSHED PRIVATE WEALTH LLC - Financial Advisor in Illinois, Oak Brook

Tel: 630.645.3848 1415 W. 22nd Street Tower Floor Oak Brook, Illinois 60523

About WATERSHED PRIVATE WEALTH LLC

WATERSHED PRIVATE WEALTH LLC is a Oak Brook, Illinois based financial advisory firm with nearly $302,042,079 in assets under management and provides investment advisory services for 505 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

316408

Firm SEC#:

801-122309

Assets Under Management:

$302,042,079

No. of Clients:

505

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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