RIA Intel›Advisers›Connecticut›COMPOUND WEALTH ADVISORS, LLC.

COMPOUND WEALTH ADVISORS, LLC.

Advisory

CT

Data as of May 28, 2026 · Source: SEC Form ADV

Rank in CT
#1,192
of 1,312 advisers by AUM
Average account
$350K
across 30 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed May 28, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
10
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CT, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

ANTHEM ASSET MANAGEMENT, LLC
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$11M
ARA UNIVERSAL LLC
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$11M
+6.3% 1Y
KP7 INVESTORS LLC
GREENWICH, CT
$10M
PALLADIO CAPITAL MANAGEMENT, LLC
GREENWICH, CT
$10M
-67.4% 1Y
MARATHON INVESTMENTS, LLC
$10M
KEY FINANCIAL CONCEPTS, INC.
VERNON, CT
$11M

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