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- Custodian
- Altruist · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-21-2023
- Office Locations
- 1
Office Locations
About Watershed Wealth
Watershed Wealth (Alpena, MI) is an RIA serving Michigan’s rural retirees with retirement-focused financial planning, in-house investment management, and proactive multi-year tax planning. Their “Watershed Way” centers on cashflow/income planning, research-driven portfolio management, tax coordination, and protection work including insurance and estate plan review. Fee-only with no commissions or product pushing; supports in-office or virtual service with client tech portal (Altruist).
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Investment Themes
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Owner & Executives
GRIFFIN M SADDLER
Chief Compliance Officer, Founder, Owner
- CRD
- #6856259
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,141,000 | -- |
| Non-Discretionary | $6,559,000 | -- |
| Total | $18,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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