# Watershed Wealth

Watershed Wealth is an Asset Manager based in Alpena, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Alpena, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** watershedwealth.com
- **LinkedIn:** https://www.linkedin.com/company/saddlerg

## Regulatory record

- **CRD number:** 325405
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325405

## About

Watershed Wealth is a registered investment advisor offering financial planning, investment management, and pro-active tax strategies for Michiganders. The firm is built to serve rural retirees with a focus on cashflow, investments, taxes, and protection. It emphasizes transparent pricing, no product commissions, and a personal, local approach grounded in clients' goals.

## Sectors

- Rural retirees

## People

- Griffin Saddler — Founder and CERTIFIED FINANCIAL PLANNER™
- Christy Wiltse — Client Experience Coordinator

## Questions

### What is the primary geographic and sector focus of the portfolio?

The portfolio focuses predominantly on US-listed equities. Sector exposure is opportunistic and fundamental rather than top-down or thematic. Historical regulatory filings and the firm's public commentary indicate flexibility across financials, energy infrastructure, and consumer staples, among other areas.

## Related profiles

- [AXION WEALTH ADVISORS](https://altss.com/profile/axion-wealth-advisors)
- [Good Better Best Financial Planning](https://altss.com/profile/good-better-best-financial-planning-llc)

---

Last updated: 2026-08-11T15:08:32.892Z

Canonical page: https://altss.com/profile/watershed-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology