CRD: 285980
Watershed Wealth Planning LLC
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- Custodian
- Assetmark · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-06-2017
- Office Locations
- 1
Office Locations
About Watershed Wealth Planning LLC
Watershed Wealth Planning is an independent, fee-only RIA in Oregon led by Tyler R. Elliott (CFP®, former attorney). The firm delivers “True Wealth Planning” plus investment advisory/management as a combined service for individuals and couples, emphasizing process over products and accepting no commissions or referral compensation. Portfolios lean on ETFs alongside public funds and municipal bonds; custody includes Schwab and Betterment.
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Owner & Executives
TYLER ROBINSON ELLIOTT
Chief Compliance Officer, Financial Planner, PRINCIPAL
- CRD
- #6293971
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,404,949 | -- |
| Non-Discretionary | $17,765,049 | -- |
| Total | $31,169,998 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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