Compass Private Wealth Group LLC
SEC RegisteredWhat's Your Why?
About the firm
Compass Private Wealth Group is a fee-based, fiduciary advisory firm that provides strategic wealth guidance for individuals and families navigating complex financial lives. The firm specializes in working with executives, professionals, and business owners, delivering clear, objective advice designed to preserve, grow, and align wealth with clients' priorities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, wealth planning, retirement planning, executive compensation planning, and tax planning.
Who they serve
Executives, professionals, and business owners; diligent savers with $1,000,000 or more of investment assets; stock-compensated employees, directors, and executives seeking to delegate financial planning and investment management.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of June 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Compass Private Wealth Group LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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