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Joshi Koneru

Wealth AdvisorWatershed Private Wealth LLCCRD 5335312

About Joshi Koneru

Joshi Koneru is listed as Wealth Advisor at Watershed Private Wealth LLC in Oak Brook, IL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Watershed Private Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joshi Koneru work?

Joshi Koneru is listed as Wealth Advisor at Watershed Private Wealth LLC on SEC Form ADV.

How much of Watershed Private Wealth LLC does Joshi Koneru own?

Form ADV reports a beneficial ownership band of 25-50%.

Watershed Private Wealth LLC

TitleWealth Advisor
Ownership25-50%
Control personYes
Since2025
View Watershed Private Wealth LLC →