Compass Private Wealth Group LLC
Compass Private Wealth Group LLC is an SEC-registered wealth manager in Short Hills, NJ with $113.3M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Compass Private Wealth Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316785, SEC 801-132197, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $113.3M (2026-06-11)
- Firm type
- Wealth Manager
- Location
- Short Hills, NJ
- Employees
- 3
- Clients
- 80
- CRD
- 316785
- Ownership
- Cimino, Travis, Morgan; RUIZ, MANUEL; CICCONE, WILLIAM, BRETT; WINN, CHRISTOPHER, EDWARD; PIETRYKA, DOROTA, BERNADETTA
How much AUM does Compass Private Wealth Group LLC have?
Compass Private Wealth Group LLC reported $113.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Compass Private Wealth Group LLC?
Disclosed owners and executives of Compass Private Wealth Group LLC include Cimino, Travis, Morgan, RUIZ, MANUEL, CICCONE, WILLIAM, BRETT, WINN, CHRISTOPHER, EDWARD, PIETRYKA, DOROTA, BERNADETTA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.