# Watershed Private Wealth

Watershed Private Wealth is a Multi Family Office based in Oak Brook, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Oak Brook, United States
- **Region:** North America
- **Founded:** 2021
- **Assets under management:** 333 (Altss estimate)
- **Website:** watershedprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/watershed-private-wealth

## Regulatory record

- **CRD number:** 316408
- **SEC file number:** 801-122309
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-19T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316408

## About

Watershed Private Wealth operates as a multi-family office from Oak Brook. Brendan Moody and Joshi Koneru serve as founders and wealth advisors. The firm maintains relationships with service providers including GeoWealth Management and Charles Schwab. Public filings show a portfolio built around equity ETFs and individual technology stocks. Top reported holdings as of Q3 2025 include IVV, NVDA, QUAL, and VUG. The firm added DoorDash and Meta Platforms positions and increased its Palantir stake during the quarter. Geographic exposure centers on North America with indicated interest in additional regions. The firm lists 10 public positions valued in aggregate above $100 million. Three crypto-related ETF and equity holdings appear in asset records. Service providers include a custodian and back-office platform active since 2021. No distinct structural vehicle or succession detail appears in available records. Investment activity remains limited to disclosed public-market transactions.

## Sectors

- Technology
- WaterTech
- ClimateTech

## People

- Brendan Moody — Founder and Wealth Advisor
- Joshi Koneru — Co-Founder and Wealth Advisor
- Sarah Elizabeth Pierce — Financial Planner and Investment Advisor

## Questions

### Who runs investment decisions at Watershed Private Wealth?

Brendan Moody and Joshi Koneru serve as founders and wealth advisors. Sarah Elizabeth Pierce acts as financial planner and investment advisor. No additional portfolio managers are named in records.

### Does Watershed Private Wealth participate in fund commitments or only direct deals?

Available data shows only public equity positions via 13F filings. No fund commitments or direct private deals are disclosed.

### What investment stages does Watershed Private Wealth typically target?

Records indicate public market equity activity. One enrichment note lists seed-stage interest, but no executed seed deals appear.

### Which sectors appear most frequently in Watershed Private Wealth holdings?

Technology names dominate reported positions, including NVDA, PLTR, and META. ETF holdings provide broad market and growth exposure.

### Where does Watershed Private Wealth custody assets?

Charles Schwab & Co. serves as custodian. GeoWealth Management provides back-office and platform support since 2021.

## Related profiles

- [The Max M. & Marjorie S. Fisher Foundation](https://altss.com/profile/the-max-m-marjorie-s-fisher-foundation)
- [The David Geffen Foundation](https://altss.com/profile/the-david-geffen-foundation)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/watershed-private-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology