Watershed Private Wealth LLC
● SEC registered since 2021CRD 316408SEC# 801-122309Oak Brook, IL
Reg. AUM
$413.7M
Employees
3
Accounts
555
Location
Oak Brook, IL
Watershed Private Wealth LLC assets under management
Watershed Private Wealth LLC is an SEC-registered investment adviser based in Oak Brook, IL. The firm has been registered since 2021. It reports $413.7 million in regulatory assets under management and employs 3 people.
Watershed Private Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brendan Gilmartin Moody Control | Managing Member & Chief Compliance Officer | 50-75% | 2021 |
| Joshi Koneru Control | Wealth Advisor | 25-50% | 2025 |
Frequently asked questions
How much does Watershed Private Wealth LLC manage?
Watershed Private Wealth LLC reports $413.7 million in regulatory assets under management on its Form ADV.
How many employees does Watershed Private Wealth LLC have?
Watershed Private Wealth LLC reports 3 employees.
Where is Watershed Private Wealth LLC located?
Watershed Private Wealth LLC is based in Oak Brook, IL and has been SEC-registered since 2021.
Does Watershed Private Wealth LLC disclose fund performance?
Watershed Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1415 West. 22nd Street, Suite 550, Oak Brook, IL 60523 |
| Phone | 630-478-0195 |
| Fax | N/A |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1965271 |
| Discloses disciplinary history | No |
Regulatory AUM
$413.7M▲ 37%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$413.7Mregulatory AUM
Discretionary $413.7M