# WATERSHED PRIVATE WEALTH LLC

WATERSHED PRIVATE WEALTH LLC of OAK BROOK, IL is an SEC-registered investment adviser.

## Registration

- CRD: 316408
- Type: SEC-registered investment adviser
- SEC file number: 801-122309
- Location: 1415 WEST. 22ND STREET, SUITE 550, OAK BROOK, IL, 60523
- Phone: 630-478-0195
- Latest filing: 2026-03-19
- Regulatory AUM: $413.7M
- Discretionary AUM: $413.7M
- Clients: 3
- Accounts: 555

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Brendan Gilmartin Moody | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Joshi Koneru | WEALTH ADVISOR | — |
| MOODY BRENDAN GILMARTIN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316408/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316408/similar
- Related entities: https://search.stillhousedata.com/firm/316408/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316408

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.