Compass Private Wealth Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$113,345,908
Total clients
80
84% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
27
Average account size
$1,416,824
About
Compass Private Wealth Group LLC provides discretionary wealth management, financial planning, and retirement‑plan advisory services to individuals, high‑net‑worth clients, families, trusts, businesses, and retirement plans. The firm reports managing about $113 million in client assets across roughly 80 client relationships and also offers standalone financial planning engagements and an educational book for purchase.
CPW’s investment approach is primarily long‑term and customized, constructing portfolios from ETFs, stocks, mutual funds and, when appropriate, individual bonds while using both fundamental and technical analysis. The firm typically seeks institutional share classes, may retain legacy positions for tax or fit reasons, and discloses occasional use of short‑term margin borrowings in client accounts as part of portfolio implementation and cash management.
Noteworthy for a supported firm of its size, CPW has recently begun using online lead‑generation and investor‑matching platforms (paying a flat fee per referral) and amended its brochure to reflect these digital marketing activities and its educational book. The advisory team also includes professionals licensed to sell insurance, which the brochure discloses can create commission conflicts, and the firm emphasizes institutional custody relationships and prior big‑firm experience among its advisors.
Client services
Expertise
Fee options
Fixed engagement fees for financial planning based on expected hours to complete.
$0+: 2.00% annually +: 0.50% annually
Up to $300 per hour for financial planning services.
Main office location
Compass Private Wealth Group LLC
51 Jfk Parkway, 1 St Fl W, Suite 107
Short Hills NJ 07078, United States
Number of offices
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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