RIA Intel›Advisers›Oregon›WATERSHED WEALTH PLANNING LLC

WATERSHED WEALTH PLANNING LLC

Advisory

PORTLAND, OR

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$335K

across 93 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$31M

Discretionary AUM$13M

Non-Discretionary AUM$18M

Discretionary %43%

Total Clients47

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJanuary

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

47 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

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WBH FINANCIAL SERVICES, LLC

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$32M

BROKERED BENEFITS, INC.

$31M

VESSEL WEALTH ADVISORS LLC

$32M

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