Compass Private Wealth Group LLC

$113.3MAssets under management
as of Jun 2026 · SEC Form ADV
Short Hills, NJ
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Tech stack

No one at Compass Private Wealth Group LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Compass Private Wealth Group LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $70M held · filed Jul 2022