Compound Wealth Advisors

Overview

Compound Wealth Advisors is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and runs fee arrangements that include both a percentage of assets under management and fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor, is not positioned as a capital allocator, and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives