Compass Private Wealth Group LLC

Overview

Compass Private Wealth Group LLC is an independently owned registered investment adviser that serves individual and family clients. The firm is set up as an LLC and is identified as a capital allocator that uses third‑party managers when appropriate. Its fee arrangements include a percentage of AUM as well as hourly and fixed fees. Advisory services cited include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm is not positioned as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives