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Managing Member & Chief Compliance Officer · Watershed Private Wealth

Brendan G. Moody

CRD 5466408 · Named on Form ADV at one SEC-registered adviser

At a glance

Watershed Private Wealth, an SEC-registered wealth manager based in Oak Brook, IL with $414 million in regulatory assets, lists Brendan G. Moody on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

  • Watershed Private WealthManaging Member & Chief Compliance OfficerWealth manager · Oak Brook, IL · $414M in regulatory assets

AtlasMembers

Brendan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brendan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.