Watershed Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oak Brook, IL. Its latest Form ADV filing, dated March 19, 2026, reports $414M in regulatory assets under management, 3 employees, and 555 accounts.
Assets Under Management
$414M
Employees
3
Offices
--
Total Clients
144
Primary office
OAK BROOK, IL
1415 WEST. 22ND STREET, SUITE 550, OAK BROOK, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.2% of total clients.
Top client categories% of clientsClients
1
HNWI
54.2%
78
2
Individuals
45.1%
65
3
Corporations
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$414Mas of March 19, 2026
Discretionary100.0%
$414M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$414M
Total Accounts555
10Y AUM Change+$414M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee48:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.