# Compass Private Wealth Group

Compass Private Wealth Group is a Bank / Wealth / Trust based in Short Hills, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Short Hills, United States
- **Region:** North America
- **Address:** Short Hills, NJ, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** compasspw.com
- **LinkedIn:** https://www.linkedin.com/company/compass-private-wealth-group

## Regulatory record

- **CRD number:** 316785
- **SEC file number:** 801-132197
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316785

## About

Compass Private Wealth Group was established in 2021 as a New Jersey-based wealth management firm serving individuals, families, and businesses. The firm operates from Short Hills, a northern New Jersey suburb with dense concentrations of private wealth and a deep professional-services ecosystem. Its founding reflects a broader post-pandemic pattern of advisory teams breaking away to form independent practices targeting multi-generational client relationships. The firm provides three integrated service lines: investment management, trust and estate planning, and holistic financial planning. This bundling is characteristic of firms positioning for the ongoing intergenerational wealth transfer, where tax-aware structuring and estate administration create durable client relationships that outlast market cycles. The investment approach is advisory rather than proprietary-product-driven, though the specific asset-allocation frameworks and manager-selection processes are not publicly detailed. The firm's footprint is concentrated in the New York metropolitan region, with the Short Hills office serving as the central hub. Compass Private Wealth Group's principal and team composition remain undisclosed in public records as of mid-2026, a common profile for sub-scale registered investment advisors that rely on local referral networks rather than institutional marketing. Structurally, Compass Private Wealth Group sits at the intersection of two competitive forces: the independence movement among financial advisors and the trust-company model that embeds wealth management inside fiduciary structures. Whether the firm leans toward a pure RIA construct or eventually pursues trust powers or multi-family-office branding will determine its differentiation in a crowded Northeastern market.

## Sectors

- Financial Services

## Questions

### What services does Compass Private Wealth Group offer?

The firm provides three core service lines: investment management, trust and estate planning, and comprehensive financial planning. The combination of trust-and-estate services alongside portfolio management is designed to capture multi-generational client engagements where wealth transfer and tax planning are central to the relationship.

### Who are the principals behind Compass Private Wealth Group?

As of mid-2026, the firm has not publicly disclosed its founding principals, advisory team, or ownership structure in regulatory filings or on its public-facing materials. This is not unusual for a recently established independent wealth manager operating below institutional scale in a local market.

### How is Compass Private Wealth Group structured as a business?

The firm is organized as a wealth management practice offering advisory rather than proprietary-product-driven services. Whether it operates strictly as a registered investment advisor (RIA) or has affiliated trust-company or insurance-licensed entities is not specified in currently available public records.

## Related profiles

- [Compass Investments](https://altss.com/profile/compass-investments)
- [Competence Development Fund of Southern Norway](https://altss.com/profile/competence-development-fund-of-southern-norway-cdfsn)

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Last updated: 2026-07-10T21:58:48.000Z

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