Watershed Private Wealth
Watershed Private Wealth is an SEC-registered wealth manager in Oak Brook, IL with $413.7M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Watershed Private Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316408, SEC 801-122309, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $413.7M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Oak Brook, IL
- Employees
- 3
- Clients
- 144
- CRD
- 316408
- Ownership
- MOODY, BRENDAN, GILMARTIN; KONERU, JOSHI
How much AUM does Watershed Private Wealth have?
Watershed Private Wealth reported $413.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Watershed Private Wealth?
Disclosed owners and executives of Watershed Private Wealth include MOODY, BRENDAN, GILMARTIN, KONERU, JOSHI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.