Investment adviser · CRD 313681

WEALTH STACK

Investment adviser filing (IA)

CMPD WEALTH, CORP

AUSTIN, TX, United States · Form ADV filed Jun 17, 2022

Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 17, 2022. View historical filings

Reported services

Individual portfolio management · Publication of newsletters · Educational seminars

Compensation

Fixed

Principal office

5323 LEVANDER LOOP, 140
AUSTIN, TX, 78702, United States

CRD 313681

Filing source

Form ADV 1658936 · Jun 17, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.