Watts Capital Partners LLC

Overview

Watts Capital Partners LLC is an independent, privately owned registered investment adviser organized as an LLC and registered with the SEC since 2013. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that combines portfolio management and financial planning with selection of third‑party managers. Advisory services explicitly include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Compensation is primarily a percentage of assets under management with potential performance‑based fees. The firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives