Watts Capital Partners LLC

RIASEC Registered

Total AUM

$75M

Discretionary

$75M

100% of AUM

Avg account

$330K

Accounts

227

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 149049
Registered since: November 19, 2013
Website: www.wattscapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI87.06%
Individuals9.44%
Corporations / Businesses3.5%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Watts Capital Partners LLC is an independent registered investment adviser formed in 2013 and organized as a limited liability company. The firm serves both individual/family and institutional clients and describes itself as a capital allocator, using outside managers alongside in-house portfolio work. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Compensation is primarily asset‑based and can include performance‑linked fees. The firm indicates it integrates environmental, social and governance (ESG) considerations into its investment approach.