| Name | Title | Ownership | Since |
|---|---|---|---|
| Brendan Gilmartin Moody Control | Managing Member & Chief Compliance Officer | 50-75% | 2021 |
| Joshi Koneru Control | Wealth Advisor | 25-50% | 2025 |
Watershed Private Wealth LLC reports $302 million in regulatory assets under management on its Form ADV.
Watershed Private Wealth LLC reports 3 employees.
Watershed Private Wealth LLC is based in Oak Brook, IL and has been SEC-registered since 2021.
Watershed Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1415 West. 22nd Street, Suite 550, Oak Brook, IL 60523 |
| Phone | 630-478-0195 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1965271 |
| Discloses disciplinary history | No |
| Discretionary | $302M |
| Non-discretionary | $0 |
| Total (RAUM) | $302M |