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WATERSHED PRIVATE WEALTH LLC, CRD 316408
OAK BROOK, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BRENDAN GILMARTIN MOODY | n/a | OAK BROOK, IL | 5 | 18 | 3 | no |
| JOSHI KONERU | Certified Financial Planner | OAK BROOK, IL | 4 | 19 | 3 | no |
| SARAH ELIZABETH PIERCE | n/a | OAK BROOK, IL | 2 | 15 | 3 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MOODY, BRENDAN, GILMARTIN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | yes | 08/2021 | Aug 13, 2021 | Oct 28, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 19, 2026 | $414M | $414M | 3 | 3 | 0 | n/a | n/a |
| 2024 | Feb 26, 2025 | $302M | $302M | 3 | 3 | 0 | n/a | n/a |
| 2023 | Mar 14, 2024 | $263M | $263M | 3 | 3 | 0 | n/a | n/a |
| 2022 | Mar 16, 2023 | $186M | $183M | 2 | 2 | 0 | n/a | n/a |
| 2021 | Jan 5, 2022 | $102M | $102M | 1 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $414M | $302M | 37.0% | $186M | 30.6% | 3 | 3 | 0 | 0 |