WATERSHED WEALTH

WATERSHED WEALTH of ALPENA, MI is an SEC-registered investment adviser (CRD 325405). Regulatory assets under management: $18.7M.

Registration

• CRD: 325405
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325405 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search