WATERSHED PRIVATE WEALTH LLC
CRD #316408 SEC #801-122309 OAK BROOK, IL 630-478-0195
SEC Registered
Total AUM
$302M
Discretionary
$302M
Employees
3
Clients
101
Accounts
505
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MOODY, BRENDAN, GILMARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KONERU, JOSHI | I | WEALTH ADVISOR | C | Control |
| KONERU, JOSHI | I | WEALTH ADVISOR | C | Control |
| KONERU, JOSHI | I | WEALTH ADVISOR | C | Control |
Registrations
Federal
IA
Jul 30, 2025 REGISTERED
Notice Filings (4)
FL IL IN TX
Address
1415 WEST. 22ND STREETSUITE 550
OAK BROOK, IL 60523
United States
Phone: 630-478-0195