Falists
← Back to search

COMPOUND WEALTH, ADVISORY AND TAX LLC

CRD 337358

Visit website

525 JUNCTION RD, SUITE 6500, MADISON, WI, 53717, United States

Phone

608-999-2214

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$42.8M

Discretionary AUM

$42.8M

Team

5 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals69$24.0M
High net worth individuals12$18.9M

All web addresses on file

Official SEC filing: View on IAPD