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COMPASS PRIVATE WEALTH GROUP LLC
CRD 316785 · SEC 801-132197
51 JFK PARKWAY, 1ST FL W, SUITE 107, SHORT HILLS, NJ, 07078, United States
Phone
(908) 615-2249
Fax
(973) 576-5240
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$113.3M
Discretionary AUM
$109.5M
Team
3 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEDUCATIONAL BOOK
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $6.0M |
| High net worth individuals | 67 | $107.3M |
States served
NJ, TX
All web addresses on file
Official SEC filing: View on IAPD