LP Profile

Compass Private Wealth Group

Also known as compass private wealth

Wealth ManagerShort Hills, United StatesFounded 2021

Short Hills

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About Compass Private Wealth Group

Compass Private Wealth Group is a wealth manager based in Short Hills, US. Founded in 2021.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Compass Private Wealth Group from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $113.3M
Total Clients: 259
Filing Date: March 25, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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Recent Filings

Public filings matched to Compass Private Wealth Group across SEC, IRS, DOL and international registers — newest first.

FORM ADV

COMPASS PRIVATE WEALTH GROUP LLC

Jun 11, 2026

$113.3M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Compass Private Wealth Group?

Compass Private Wealth Group is a wealth manager based in Short Hills, United States.

Where is Compass Private Wealth Group headquartered?

Compass Private Wealth Group is headquartered in Short Hills, United States.

When was Compass Private Wealth Group founded?

Compass Private Wealth Group was founded in 2021.

How can I contact Compass Private Wealth Group?

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