# Compendium Wealth Advisors

Compendium Wealth Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 283475
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283475

## About

Compendium Wealth Advisors, LLC is a state-registered investment adviser in Austin, TX. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Compendium Wealth Advisors?

The investment committee or named principals at Compendium are not publicly disclosed. Public records list the firm as a registered investment adviser but do not name individual decision-makers (per SEC filings).

### Does Compendium participate in fund commitments or only direct deals?

The firm's investment vehicles are primarily managed accounts and separately managed accounts (SMAs), with potential allocation to third-party funds. Public information does not specify direct deal activity.

### What investment stages does Compendium typically target?

Compendium's strategy is diversified across liquid asset classes, with exposure to private markets through alternatives. The firm does not focus on venture-stage or growth-equity investing as a primary mandate.

### Which sectors does Compendium explicitly avoid?

No sector exclusions are publicly reported. The firm's investment policy statements are not available, so avoidance criteria remain unknown.

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Last updated: 2026-07-06T01:24:14.474Z

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