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Compass Private Wealth Consulting
Compass Private Wealth Consulting, LLC is an SEC-registered investment adviser. The firm manages approximately $20 million in regulatory assets.
Compass Private Wealth Consulting
Compass Private Wealth Consulting, LLC is an SEC-registered investment adviser. The firm manages approximately $20 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Sector focus
Frequently asked questions
Who founded Compass Private Wealth Consulting?
The founder or founding team of Compass Private Wealth Consulting is not publicly identified in any available records, including SEC filings or media coverage.
What services does Compass Private Wealth Consulting offer?
Based on its name and RIA registration, the firm likely provides wealth consulting and advisory services for private clients. These may include financial planning, asset allocation, and investment management, but no specific service lineup has been confirmed.
Does Compass Private Wealth Consulting manage client assets directly?
As a registered investment advisor, Compass Private Wealth Consulting may manage client assets or act as a consultant. No AUM figures or deployment details are available in public sources (per SEC filings).
Is Compass Private Wealth Consulting related to any larger financial institution?
There is no public evidence linking Compass Private Wealth Consulting to a parent company or larger financial group. The firm appears to operate independently.
Where is Compass Private Wealth Consulting headquartered?
The firm's headquarters location is not disclosed in public sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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