Compendium Wealth Advisors, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 283475
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Fixed Fees
- Client types
- HNWI80.8%
- Individuals17.59%
- Corporations / Businesses1.61%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Compendium Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC that serves individual, family and institutional clients. The firm focuses on financial planning and portfolio management for individuals and small businesses, operating under a fixed-fee arrangement rather than asset-based fees. It does not present itself as a multi-state or pension consultant, is not an active ESG investor, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities100%
Contacts
1 of 1
Steven London
PrincipalCRD 4599921
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 12600 Hill Country Blvd
- Time zone
- CT (UTC-6)
- Office locations
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