# Compass Private Wealth Consulting, LLC

> Compass Private Wealth Consulting, LLC is a state-registered investment advisory firm, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 147934
- Filed as: COMPASS PRIVATE WEALTH CONSULTING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147934
- AdvisorCensus page: https://advisorcensus.com/firm/compass-private-wealth-consulting-llc-147934

## Quick answers

**How is Compass Private Wealth Consulting, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Compass Private Wealth Consulting, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Compass Private Wealth Consulting, LLC registered with the SEC or a state?**
Compass Private Wealth Consulting, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 147934.

**How much does Compass Private Wealth Consulting, LLC manage?**
Compass Private Wealth Consulting, LLC reports $19,832,044 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).

**What types of clients does Compass Private Wealth Consulting, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (5).

**Does Compass Private Wealth Consulting, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147934

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $19,832,044
- Discretionary: $19,832,044
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $5,949,613 |
| High net worth individuals | 5 | $13,882,431 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @rick-miller-cpa-pfs-cfp®-50840915

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Compass Private Wealth Consulting, LLC (CRD 147934): Form ADV filing data as of October 2026.