# COMPOUND WEALTH ADVISORS

COMPOUND WEALTH ADVISORS is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/stuartschiffman

## Regulatory record

- **CRD number:** 288240
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288240

## About

Compound Wealth Advisors is a state-registered investment adviser with approximately $11 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### What is the investment approach of Compound Wealth Advisors?

The firm allocates across public equities, fixed income, and alternative investments. It employs a diversified strategy tailored to each client's long-term objectives and risk tolerance.

### Is Compound Wealth Advisors a fiduciary?

As a registered investment advisor (RIA), the firm is legally bound to act as a fiduciary, meaning it must put client interests first in all investment and advisory decisions.

### Does Compound Wealth Advisors work with institutional clients or only families?

The firm focuses on high-net-worth families and individuals, not institutional clients like pension funds or endowments. Its service model is designed for wealth advisory rather than institutional asset management.

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- [Torrey Pines Financial](https://altss.com/profile/torrey-pines-financial-inc)
- [Respire Wealth Management](https://altss.com/profile/respire-wealth-management-llc)

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

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