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WATERSHED PRIVATE WEALTH LLC
WATERSHED PRIVATE WEALTH LLC
OAK BROOK, Illinois
·
1 registered advisor
·
CRD# 316408
SEC# 801-122309
0
630.645.3848
01
Firm Overview
AUM
$263M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WATERSHED PRIVATE WEALTH LLC
1 registered advisor
Brendan Gilmartin Moody
OAK BROOK, Illinois
CRD# 5466408
05
Office Locations
OAK BROOK, Illinois
1 advisor
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Data sourced from SEC Form ADV filings. WATERSHED PRIVATE WEALTH LLC (CRD# 316408) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.