WATERSHED PRIVATE WEALTH LLC
DBA: WATERSHED PRIVATE WEALTH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $413.7M |
| Discretionary | $413.7M100% of AUM |
| Client Accounts | 555 |
| Avg Account Size | $745K |
| Employees | 3 |
| Peak AUM | $413.7MFeb 2026 |
AUM by Client Type
Total AUM
$414M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $414M | +37.0% | +30.6% | — | |
| Discretionary AUM | $414M | ||||
Key Metrics
| Total AUM | $413.7M |
| Discretionary | $413.7M |
| Employees | 3 |
| Client Accounts | 555 |
| Client Range | 101-250 |
Contact & Location
Address
1415 WEST. 22ND STREET
OAK BROOK IL 60523
Phone
630-478-0195
Filing History
20 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$414M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported