Compound Wealth Advisors
RIAState Registered
Total AUM
$10.5M
Discretionary
$10.5M
100% of AUM
Avg account
$350K
Accounts
30
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 288240
- Website
- cwealthadvisor.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.71%
- Individuals14.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Compound Wealth Advisors is an independent, individually owned LLC that focuses on advice for individuals and families. The firm provides financial planning, discretionary portfolio management for individual and small-business clients, and publishes periodic newsletters or market commentary. Its fee model combines a percentage-of-AUM charge with the option for fixed fees. The firm reports no active ESG investing program and does not identify as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds35%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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