WATERSHED WEALTH PLANNING LLC

WATERSHED WEALTH PLANNING LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 285980). Regulatory assets under management: $31.2M.

Registration

• CRD: 285980
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285980 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search