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Compound Wealth Advisory and Tax LLC
Compound Wealth, Advisory and Tax LLC is a state-registered investment adviser in Madison, WI. The firm manages approximately $43 million in regulatory assets.
Overview
Compound Wealth, Advisory and Tax LLC is a state-registered investment adviser in Madison, WI. The firm manages approximately $43 million in regulatory assets. It has 5 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Madison
Corporate office
Woodland Hills, CA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Compound Wealth Advisory and Tax?
The firm does not publicly name its chief investment officer or managing principals. Investment decisions are handled internally by the advisory team, though no individual names have been confirmed through public filings or firm publications (per SEC IAPD records).
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