COMPOUND WEALTH, ADVISORY AND TAX LLC

Overview

Compound Wealth, Advisory And Tax LLC is organized as a limited liability company and operates as an independent registered investment adviser that serves individual and family clients. The firm combines traditional advisory services with accounting capabilities, listing accountant as one of its business activities. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and pension consulting services. Compensation is delivered through a mix of percentage-of-assets fees and fixed fees. Compound Wealth is identified as a capital allocator and does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives