RIA Intel›Advisers›Wisconsin›COMPOUND WEALTH, ADVISORY AND TAX LLC

COMPOUND WEALTH, ADVISORY AND TAX LLC

Advisory

WAUNAKEE, WI

Data as of Aug 27, 2026 · Source: SEC Form ADV

Rank in WI

#334

of 354 advisers by AUM

Average account

$243K

across 176 accounts

AUM per adviser

$21M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 27, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients81

Team

Total Employees5

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

81 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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