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Compound Wealth Advisory and Tax LLC
Compound Wealth, Advisory and Tax LLC is an SEC-registered investment adviser in Madison, WI. The firm manages approximately $43 million in regulatory assets.
Compound Wealth Advisory and Tax LLC
Compound Wealth, Advisory and Tax LLC is an SEC-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).
How does Compound Wealth Advisory and Tax source proprietary deal flow?
The firm does not publicly disclose a proprietary deal sourcing operation. Its investment approach appears to rely on third-party strategies and separately managed accounts rather than direct co-investments or venture deals (per the firm's ADV and public profile).
Is Compound Wealth Advisory and Tax structured as a single family office or does it operate more like a venture firm?
The firm is registered as an RIA and operates as a multi-family office, providing wealth management and tax advisory to multiple families. It does not operate as a venture firm or single-family office (per SEC registration).
Does Compound Wealth Advisory and Tax participate in fund commitments or only direct deals?
Based on available public information, the firm appears to allocate client assets primarily through third-party funds and separately managed accounts rather than direct deal participation. No direct co-investment program has been disclosed.
What investment stages does Compound Wealth Advisory and Tax typically target?
The firm's investment strategy is not publicly broken down by stage. It likely covers a range of liquid public markets and alternative investments suitable for high-net-worth clients rather than venture-stage or growth-stage private companies.
Which sectors does Compound Wealth Advisory and Tax explicitly avoid?
The firm has not publicly stated any sector exclusions. Its investment universe is likely broad, covering public equities, fixed income, and alternative assets as needed to meet client goals.
Does Compound Wealth Advisory and Tax maintain philanthropic structures, and how are they separated?
No philanthropic vehicles or foundations managed by the firm have been publicly identified. The firm's offering appears focused on private wealth management and tax advisory without a separately branded philanthropic arm.
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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