# Compass Private Wealth Group LLC

> Compass Private Wealth Group LLC is an SEC-registered investment advisory firm in Short Hills, NJ, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 316785
- Filed as: COMPASS PRIVATE WEALTH GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Short Hills, NJ
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316785
- AdvisorCensus page: https://advisorcensus.com/firm/compass-private-wealth-group-llc-short-hills-nj-316785

## Quick answers

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

**How much does Compass Private Wealth Group LLC charge?**
Its Form ADV Part 2A brochure dated June 11, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it); Hourly rate: $300 an hour (standalone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Compass Private Wealth Group LLC located?**
Compass Private Wealth Group LLC's principal office is in Short Hills, NJ, according to its Form ADV.

**Is Compass Private Wealth Group LLC registered with the SEC or a state?**
Compass Private Wealth Group LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 316785.

**How much does Compass Private Wealth Group LLC manage?**
Compass Private Wealth Group LLC reports $113,345,908 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (97% discretionary).

**How have Compass Private Wealth Group LLC's assets and staff changed since 2025?**
In the Form ADV data for Compass Private Wealth Group LLC: Regulatory assets under management: $100,799,080 in the October 2025 data and $113,345,908 in the October 2026 data, up 12%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Compass Private Wealth Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (13).

**Which custodians does Compass Private Wealth Group LLC use?**
Compass Private Wealth Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Compass Private Wealth Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316785

**Does Compass Private Wealth Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 11, 2026 says: "CPW generally does not impose a minimum relationship size."

**What changed in Compass Private Wealth Group LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 11, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> Wealth management fees range from 0.50% to 2.00% annually on a tiered schedule or fixed annual rate.

- Account minimum: None

> CPW generally does not impose a minimum relationship size.

- Hourly rate: $300 an hour (standalone financial planning services)

> CPW provides standalone financial planning services on an hourly basis or a fixed engagement fee. Financial planning fees are billed at an hourly rate of up to $300 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $113,345,908
- Discretionary: $109,526,287
- Non-discretionary: $3,819,621

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $6,002,391 |
| High net worth individuals | 67 | $107,343,517 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- compasspw.com
- LinkedIn @compass-private-wealth-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $100,799,080 | 3 | March 25, 2025 |
| October 2026 | $113,345,908 | 3 | June 11, 2026 |

Regulatory assets under management: $100,799,080 in the October 2025 data and $113,345,908 in the October 2026 data, up 12%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in TX.

### March 2026
- Regulatory assets under management went from $100,799,080 to $113,345,908 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Compass Private Wealth Group LLC (CRD 316785): Form ADV filing data as of October 2026.