Wealth Compounders LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,186,727
Total clients
30
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$339,558
About
The firm provides portfolio management, financial planning, and consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and business entities. Engagements typically begin with an Investment Policy Statement and range from ongoing portfolio monitoring to one-time financial plans and written pension consulting plans for retirement arrangements such as 401(k) plans.
Investment decisions are informed by charting, fundamental, and technical analysis and can include long- and short-term trading, short sales, margin use, and options strategies (including covered, uncovered, and spread positions). The brochure notes that the firm’s assets under management are predominantly non-discretionary—$10,171,167 in non-discretionary AUM and $0 in discretionary AUM—so many accounts remain subject to client approval rather than being fully discretionary.
Compared with peers, the firm’s use of derivatives and options strategies within client accounts and its explicit pension consulting offering are uncommon features for an independent advisor. The firm also requires clients to custody with Interactive Brokers LLC and discloses acceptance of soft-dollar research and related services from custodians, which may affect broker selection.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Fee options
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.00%
$300 - $500 per hour (negotiated)
Main office location
Wealth Compounders LLC
Wesley Chapel FL, United States
Number of offices
1
Most active in
Wealth Compounders LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New Jersey · New York
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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