Investment adviser · CRD 316785
COMPASS PRIVATE WEALTH GROUP LLC
Investment adviser filing (IA)
SHORT HILLS, NJ, United States · Form ADV filed Jun 11, 2026
- Regulatory AUM
- $113M Form ADV · Item 5.F
- Client accounts
- 259 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 67 | $107,343,517 | 94.7% |
| Individuals | 13 | $6,002,391 | 5.3% |
Filing source
Form ADV 2112685 · Jun 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
51 JFK PARKWAY, 1ST FL W, SUITE 107SHORT HILLS, NJ, 07078, United States
CRD 316785
Filing source
Form ADV 2112685 · Jun 11, 2026 · 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.