Compass Private Wealth Consulting, LLC

Overview

Compass Private Wealth Consulting, LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm also lists accounting among its business activities, which suggests an advisory approach that integrates tax-aware planning with investment oversight. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements. Investmently, Compass Private Wealth Consulting shows a clear preference for equities as the core of client portfolios. A substantial portion of its assets is allocated to exchange-traded equities and ETFs, while the firm supplements equity exposure with other public-market instruments and selected alternative strategies. The adviser does not identify as an active ESG investor and operates on a single-state basis. Although it is not described as a capital allocator in the filing, the firm does use third-party external managers for certain alternative exposures.

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Public Holdings

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Location & Offices