COMPENDIUM WEALTH ADVISORS, LLC

Overview

Compendium Wealth Advisors, LLC is a small, independent registered investment adviser operating as an LLC and focused on fee-based financial planning and portfolio management for individuals, families and small-business clients. The firm charges fixed fees and describes its advisory activity as financial planning services and discretionary portfolio management for individuals and small businesses. It does not position itself as a multi-state or pension consultant adviser, and it is not an active ESG investor. Investment activity shows a clear tilt toward publicly traded equities as the primary vehicle for client exposure. The firm uses external managers for certain alternative allocations, specifically in real estate, and also employs traditional pooled vehicles such as mutual funds and insurance-based products (annuities) where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices