WATERSHED PRIVATE WEALTH LLC
CRD #316408 SEC #801-122309 OAK BROOK, IL 630-478-0195
SEC Registered
Total AUM
$302M
Discretionary
$302M
Employees
3
Clients
101
Accounts
505
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $302M | $302M | $0 | 3 | 0 |
| Jun 2025 | $302M | $302M | $0 | 3 | 0 |
| Feb 2025 | $302M | $302M | $0 | 3 | 0 |
| Oct 2024 | $263.4M | $263.4M | $0 | 3 | 0 |
| Apr 2024 | $263.4M | $263.4M | $0 | 3 | 0 |
| Mar 2024 | $263.4M | $263.4M | $0 | 3 | 0 |
| Nov 2023 | $185.8M | $183.1M | $2.7M | 3 | 0 |
| May 2023 | $185.8M | $183.1M | $2.7M | 2 | 0 |
| Mar 2023 | $185.8M | $183.1M | $2.7M | 2 | 0 |
| Mar 2023 | $185.8M | $183.1M | $2.7M | 2 | 0 |
| Jul 2022 | $102.4M | $102.4M | $0 | 2 | 0 |
| Jan 2022 | $102.4M | $102.4M | $0 | 1 | 0 |
| Nov 2021 | $0 | $0 | $0 | 1 | 0 |
| Nov 2021 | $0 | $0 | $0 | 1 | 0 |
| Sep 2021 | $0 | $0 | $0 | 1 | 0 |
| Aug 2021 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$263.4M
Discretionary$263.4M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$263.4M
Discretionary$263.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$263.4M
Discretionary$263.4M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$185.8M
Discretionary$183.1M
Non-Disc.$2.7M
Employees3
Clients0
DateMay 2023
Total AUM$185.8M
Discretionary$183.1M
Non-Disc.$2.7M
Employees2
Clients0
DateMar 2023
Total AUM$185.8M
Discretionary$183.1M
Non-Disc.$2.7M
Employees2
Clients0
DateMar 2023
Total AUM$185.8M
Discretionary$183.1M
Non-Disc.$2.7M
Employees2
Clients0
DateJul 2022
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees1
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0