Watershed Private Wealth LLC

Watershed Private Wealth, LLC is a registered investment adviser established in August 2021 in Illinois. The firm specializes in offering portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients may grant discretionary authority for securities selection and transactions. Watershed Private Wealth collaborates with GeoWealth Management, LLC for back-office support and uses model portfolios developed by various registered investment advisers. The firm aims to provide investment decisions in line with fiduciary duties, ensuring fair and equitable allocation of opportunities among clients over time. For portfolio management services, fees range from 0.50% to 1.20% based on total assets under management, payable quarterly. Financial planning services are available for a fee ranging from $1,000 to $10,000, negotiable based on the client's needs. Financial planning fees are waived for portfolio management clients. Clients have the flexibility to terminate agreements within specific timeframes without penalty. Watershed Private Wealth does not accept performance-based fees or compensation for the sale of investment products. The firm employs various methods of analysis, including charting, cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis. Investment strategies encompass long-term purchases, short-term purchases, trading, and margin transactions, each carrying specific risks. Watershed Private Wealth discloses potential risks associated with various investment types, such as mutual funds, ETFs, real estate funds, structured notes, fixed income securities, municipal securities, and cryptocurrencies. The firm does not have custody of client funds and does not accept voting authority for client securities. Additionally, Watershed Private Wealth has a Code of Ethics in place and does not compensate non-advisory personnel for client referrals.