Compound Wealth, Advisory and Tax LLC

Overview

Compound Wealth, Advisory and Tax LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning and portfolio management with accounting expertise; its registered activities include financial planning services, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. The firm bills clients both as a percentage of assets under management and via fixed fees. Compound Wealth identifies itself as a capital allocator and is not described as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives