# WATERSHED WEALTH

WATERSHED WEALTH of ALPENA, MI is an SEC-registered investment adviser.

## Registration

- CRD: 325405
- Type: SEC-registered investment adviser
- Location: 1223 S STATE AVE, ALPENA, MI, 49707
- Phone: 989-255-0457
- Latest filing: 2026-04-22
- Regulatory AUM: $18.7M
- Discretionary AUM: $12.1M
- Non-discretionary AUM: $6.6M
- Clients: 1
- Accounts: 161

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325405/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325405/similar
- Related entities: https://search.stillhousedata.com/firm/325405/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325405

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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.