Overview
Assets Under Management: $113 million
Headquarters: SHORT HILLS, NJ
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Frequently Asked Questions
COMPASS PRIVATE WEALTH GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316785), COMPASS PRIVATE WEALTH GROUP LLC is subject to fiduciary duty under federal law.
COMPASS PRIVATE WEALTH GROUP LLC is headquartered in SHORT HILLS, NJ.
COMPASS PRIVATE WEALTH GROUP LLC serves 67 high-net-worth clients according to their SEC filing dated February 02, 2026. View client details ↓
According to their SEC Form ADV, COMPASS PRIVATE WEALTH GROUP LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
COMPASS PRIVATE WEALTH GROUP LLC manages $113 million in client assets according to their SEC filing dated February 02, 2026.
According to their SEC Form ADV, COMPASS PRIVATE WEALTH GROUP LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.70
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 259
Discretionary Accounts: 246
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 316785
Filing ID: 2044540
Last Filing Date: 2026-02-02 16:27:40