A complete list of active advisors currently associated with Watershed Private Wealth
Warmer can help you find a great advisor at Watershed Private Wealth or one who fits your needs even better.
Watershed Private Wealth LLC provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, offering ongoing portfolio management and financial planning. The firm’s services include discretionary portfolio management using third‑party model portfolios, direct indexing strategies, access to ETFs and mutual funds (including cryptocurrency‑linked ETFs), and the ability to implement options, margin, structured notes and securities‑backed lines of credit (SBLOCs). The firm builds customized investment programs and an Investment Policy Statement for each client based on goals, time horizon and risk tolerance, and it uses a mix of fundamental, quantitative, technical and modern portfolio theory analyses and third‑party research to inform allocations. Accounts are generally managed on a discretionary basis with continuous monitoring and at least annual formal reviews, and financial planning is commonly integrated into ongoing portfolio relationships. Watershed relies materially on a sub‑adviser and a model‑provider marketplace for trading, reporting and billing, and clients are asked to custody assets through the broker‑dealers accessed via that relationship (affecting trade execution and custodial arrangements). The brochure also discloses several less common features — a stated lack of account minimum, availability of direct indexing and structured products, the firm’s assistance with SBLOCs (and the related conflict), and documented use of AI tools for meeting transcription with an opt‑out — together with the attendant operational and investment risks.
To learn more about the advisors currently working at Watershed Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Oak Brook, IL
| 19
| |
Oak Brook, IL
| 18
| |
Oak Brook, IL
| 17
|
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