WATERSHED PRIVATE WEALTH of OAK BROOK, IL is an SEC-registered investment adviser (CRD 316408). Regulatory assets under management: $413.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Brendan Gilmartin Moody | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Joshi Koneru | WEALTH ADVISOR | — |
| MOODY BRENDAN GILMARTIN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |