Compendium Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,330,864
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
16
44% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$270,679
About
Compendium Wealth Advisors is a small, independent registered investment adviser that works with individuals, families, trusts, estates and business clients. The firm provides comprehensive financial planning, coordination with other professional advisors, and access to third‑party investment managers for ongoing discretionary portfolio management.
Investment implementation is largely accomplished through a co‑advisory relationship with SEI and other third‑party sub‑advisors, using model portfolios, periodic rebalancing, and custodian reporting while the adviser monitors performance and updates clients. Services place particular emphasis on retirement income planning, insurance and estate coordination, and continuous tracking and revision of clients’ financial plans.
Compared with many solo independent advisers, Compendium explicitly advises corporate and business clients—offering business valuation, continuation and exit planning in addition to personal planning. The firm also departs from the common percentage‑of‑AUM model by operating as a fee‑only adviser that charges an all‑inclusive fixed annual fee, and it provides operational support such as assisting with asset transfers and standing letters of authority.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Social Security optimization
Medicare planning
Business exit / sale strategy
Planning for children with special needs
Occupation focus
Founder/Business Owner
Retired
Demographic focus
LGBTQIA
Established Professionals
Fee options
Account minimum: $25,000 Minimum fee: All-inclusive fixed fee for planning and advisory services beginning at $14,400 per year Fee-only: All-inclusive fixed fee starting at $14,400 per year; fee-only compensation without commissions
Main office location
Compendium Wealth Advisors, LLC
12600 Hill Country Blvd, Suite R 275
Austin TX 78738, United States
Number of offices
1
Most active in
Compendium Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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