Watershed Private Wealth LLC

Watershed Private Wealth LLC (CRD# 316408) is a financial advisory firm headquartered in Oak Brook, IL. They manage $263,375,888 in 444 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1415 W. 22nd Street, Tower Floor, Oak Brook, IL 60523
https://twitter.com/brendanmoodyfa
By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $593,189
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, IN, TX

Financial Advisors at Watershed Private Wealth LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brendan Moody, financial advisor Oak Brook IL
Brendan G. Moody
CRD#: 5466408
1415 W. 22nd Street, Tower Floor, Oak Brook, IL 60523

Brendan Moody (CRD# 5466408) is an Investment Advisor Representative working at Watershed Private Wealth LLC in Oak Brook, IL and has over 15 years of experience in the finance industry.

2
Sarah Pierce, financial advisor Oak Brook IL
Sarah E. Pierce
CRD#: 5686514
1415 W. 22nd Street, Tower Floor, Oak Brook, IL 60523

Sarah Pierce (CRD# 5686514) is an Investment Advisor Representative working at Watershed Private Wealth LLC in Oak Brook, IL and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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