# Compound Wealth Advisory and Tax LLC

Compound Wealth Advisory and Tax LLC is a Multi Family Office based in Madison, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Madison, United States
- **Region:** North America
- **Address:** Woodland Hills, CA, United States
- **Assets under management:** Undisclosed
- **Website:** compoundwealthtax.com
- **LinkedIn:** https://www.linkedin.com/company/cmpd-wealth-advisory-tax

## Regulatory record

- **CRD number:** 337358
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337358

## About

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.

## Sectors

- Private Wealth Management
- Tax Advisory
- Financial Planning

## 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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Last updated: 2026-07-11T03:31:46.000Z

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