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Watershed Private Wealth

CRD 316408  ·  Oak Brook, IL  ·  $413.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
316408
SEC number
801-122309
Firm type
RIA
Assets under management
$413.7M as of Mar 19, 2026
Website
watershedprivatewealth.com ↗
Phone
630-478-0195
Address
1415 West. 22nd Street, Oak Brook, IL, 60523

Advisors at this firm

3 in our index · page 1 of 1

  • Joshi KoneruCRD 5335312 · Oak Brook, IL
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Brendan Gilmartin MoodyCRD 5466408 · Oak Brook, IL
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Sarah Elizabeth PierceCRD 5686514 · Oak Brook, IL
    IA RegisteredRegistration inactive
1–3 of 3

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 316408 ↗ FINRA BrokerCheck record for firm CRD 316408 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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