|
⚲
|
| Keyboard |
| Watershed Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 316408 |
| SEC # | 801-122309 |
| CIK # | 0001965271 |
| AUM | 413.7 M (2026-03-19) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 630-478-0195 |
| Address | 1415 West 22nd Street Oak Brook, IL 60523 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001965271 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 20.3 | ||
| Caterpillar Inc | 5.6 | ||
| Alphabet Inc | 4.9 | ||
| Facebook Inc | 4.2 | ||
| Amazon Com Inc | 3.8 | ||
| Apple Inc | 3.2 | ||
| Tesla Motors Inc | 3.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 34.2 |
| (b) Individuals (high net worth individuals) | 78 | 379.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 555 | 413.7 |
| By Discretionary | ||
| Discretionary | 555 | 413.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 555 | 413.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 413.7 | |
| Total | 555 | 413.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965271] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ferguson Shapiro LLC
✚
|
GA | 415.2 M |
|
Landseer Advisors LLC
✚
|
NJ | 415.2 M |
|
Flywheel Private Wealth LLC
✚
|
CA | 415.0 M |
|
Northeast Planning Associates Inc
✚
|
NH | 414.0 M |
|
Oak Asset Management LLC
✚
|
CA | 413.8 M |
|
Northbridge Financial Group LLC
✚
|
FL | 413.1 M |
|
Altamont Capital Management LLC
✚
|
NC | 412.3 M |
|
Kerberos Capital Management LLC
✚
|
IL | 412.2 M |
|
Lakeside Advisors Inc
✚
|
WA | 412.2 M |
|
Bay Harbor Wealth Management LLC
✚
|
MD | 412.0 M |