# Watershed Private Wealth LLC
Source: https://planprovider.pro/provider/watershed-private-wealth-llc

> Retirement-focused wealth management is a core part of Watershed Private Wealth LLC’s work, including 3(21) fiduciary support for employer-sponsored plans. T…

Retirement Plan Advisor

Oak Brook, IL

## About Watershed Private Wealth LLC

<p>Retirement-focused wealth management is a core part of Watershed Private Wealth LLC’s work, including 3(21) fiduciary support for employer-sponsored plans. The firm is an SEC-regulated registered investment adviser headquartered in Oak Brook, in Chicago’s western suburbs, and works with individuals, families, executives, business owners, and self-employed professionals.</p>

<p>Watershed Private Wealth was founded in 2021 by Brendan G. Moody and Joshi I. Koneru. As independent fiduciary <a href="/plan-advisors">plan advisors</a>, the team helps clients build financial roadmaps with straightforward guidance and ongoing support.</p>

<p>The firm’s services cover investment management along with planning work that ties retirement goals to taxes and long-term estate considerations. Its reported assets under management were $0.3B in 2026.</p>

<p>What sets Watershed apart is the combination of personal wealth planning and plan-level fiduciary guidance under a 3(21) role, allowing retirement and investment decisions to be coordinated in one place.</p>

<ul>
<li>3(21) fiduciary services for retirement plans</li>
<li>Investment management and portfolio construction</li>
<li>Strategic tax planning</li>
<li>Wealth and estate planning coordination</li>
<li>IRA rollovers, 401(k) maximization, college savings, and debt management</li>
</ul>

Website: [https://www.watershedprivatewealth.com/](https://www.watershedprivatewealth.com/)

Founded: 2021

## Office Locations

- Oak Brook, IL (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $333.4M

## Team Members

- **Joshi Koneru**, Co-Founder/Wealth Advisor

- **Brendan Moody**, Founder/Wealth Advisor

- **Sarah Pierce**, Financial Planner

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