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Wealth Advisor · Watershed Private Wealth

Joshi Koneru

CRD 5335312 · 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 Joshi Koneru on its Form ADV as Wealth Advisor, a control person.

Firms and roles

AtlasMembers

Joshi’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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Search and export owners by title, state and firm size
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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

  • Brendan G. MoodyManaging Member & Chief Compliance Officer, Watershed Private Wealth

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