Watershed Private Wealth
Firm details
- Headquarters
- Oak Brook, Illinois
- CRD number
- 316408
- Registered since
- September 10, 2021
- Website
- watershedprivatewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.71%
- Individuals8.26%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Watershed Private Wealth is an independent RIA structured as an LLC and registered with the SEC in 2021. The firm positions itself as a capital allocator for individual, family and institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and manager selection services. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Watershed does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities25%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
3 of 3
Sarah Pierce
Investment Adviser RepresentativeCRD 5686514
Brendan Moody
Founder & Wealth AdvisorCRD 5466408
Joshi Koneru
Co-Founder and AdvisorCRD 5335312
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$307M in ETFs
82%
$252M
15%
$55.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $67.9M | 90,706 | 22.13% |
Location
Oak Brook, IL
Du Page
Location
Oak Brook, IL
Headquartered in Oak Brook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 1415 W 22nd St
- Time zone
- CT (UTC-6)
- Office locations
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