# WATERSHED WEALTH PLANNING LLC

WATERSHED WEALTH PLANNING LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 285980
- Type: SEC-registered investment adviser
- Location: 7972 SE 13TH AVE, PORTLAND, OR, 97202
- Phone: 503-862-9064
- Latest filing: 2026-03-16
- Regulatory AUM: $31.2M
- Discretionary AUM: $13.4M
- Non-discretionary AUM: $17.8M
- Clients: 1
- Accounts: 93

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285980/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285980/similar
- Related entities: https://search.stillhousedata.com/firm/285980/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285980

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.