CRD: 316408
Watershed Private Wealth
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-10-2021
- Office Locations
- 1
Office Locations
About Watershed Private Wealth
Watershed Private Wealth is an independent fiduciary firm focused on helping near-retirees and retirees navigate retirement transitions with personalized planning and ongoing check-ins. The team provides investment management built around risk management and tax efficiency (including tax-loss harvesting and passive vehicles when appropriate), IRA rollovers and 401(k) optimization, proactive CPA-driven tax planning, and coordinated estate, insurance, and lending solutions, supported by GeoWealth.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRENDAN GILMARTIN MOODY
Chief Compliance Officer, Managing Member
- CRD
- #5466408
- Ownership
- 50% but less than 75%
JOSHI KONERU
Wealth Advisor
- CRD
- #5335312
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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SARAH ELIZABETH PIERCE
Financial Advisor
- CRD
- #5686514
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $413,695,756 | $745,398 |
| Non-Discretionary | $0 | -- |
| Total | $413,695,756 | $745,398 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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