COMPASS PRIVATE WEALTH GROUP LLC
SEC Form ADV profile.
Total regulatory AUM
$113,345,908
Discretionary
$109,526,287
Non-discretionary
$3,819,621
Firm details
- CRD number
- 316785
- SEC file number
- 801-132197
- Main office
- SHORT HILLS, NJ, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://compasspw.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.