COMPASS PRIVATE WEALTH GROUP LLC

Overview

Compass Private Wealth Group LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owned by an individual and focuses its services on individuals and families. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible, incorporating percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and is not classified as a multi-state adviser. Regulatory filings indicate it is not part of a related-adviser structure and is not newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices