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
By the Numbers
-
Total Assets Under Management263MILLION
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Total Number of Accounts444ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IL, IN, TX
Financial Advisors at Watershed Private Wealth LLC
1
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 (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.
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