# Compendium Wealth Advisors, LLC

> Compendium Wealth Advisors, LLC is a state-registered investment advisory firm in Austin, TX, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 283475
- Filed as: COMPENDIUM WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283475
- AdvisorCensus page: https://advisorcensus.com/firm/compendium-wealth-advisors-llc-austin-tx-283475

## Quick answers

**How is Compendium Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Compendium Wealth Advisors, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Compendium Wealth Advisors, LLC located?**
Compendium Wealth Advisors, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Compendium Wealth Advisors, LLC registered with the SEC or a state?**
Compendium Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283475.

**How much does Compendium Wealth Advisors, LLC manage?**
Compendium Wealth Advisors, LLC reports $4,330,864 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary).

**What types of clients does Compendium Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (7); corporations or other businesses not listed above (1).

**Does Compendium Wealth Advisors, 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/283475

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,330,864
- Discretionary: $4,330,864
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $761,707 |
| High net worth individuals | 7 | $3,499,500 |
| Corporations or other businesses not listed above | 1 | $69,657 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- compendiumwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Compendium Wealth Advisors, LLC (CRD 283475): Form ADV filing data as of October 2026.