Wealth Compounders LLC
Firm details
- Headquarters
- ,
- CRD number
- 294466
- Website
- wealthcompoundersllc.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals55.44%
- HNWI44.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wealth Compounders LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines a percentage-of-AUM charge with hourly billing. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. The adviser operates on a primarily non-discretionary basis (see Assets & Accounts) and is not reported as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds58%
- Exchange Traded Equities40%
- Derivatives1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Pritam Dhavale
Managing Member And Chief Compliance OfficerCRD 6597567
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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