Wealth Compounders LLC

Overview

Wealth Compounders LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm offers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines a percentage-of-AUM component with hourly charges, which aligns with a hybrid advisory and planning practice. The firm does not describe itself as an active ESG investor and is not structured as a capital allocator or a multi-state adviser in the available data. Ownership is listed as a combination of a domestic entity and an individual, and the firm appears to operate primarily on a non-discretionary basis given the asset composition reported.

Assets & Accounts

Public Holdings

Investments & Alternatives