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Compass Private Wealth Group LLC

EST. AUM
$113,345,908

CONTACTS
3

CLIENT ACCOUNTS
259

Firm Details

Metro area North Jersey
CRD Number 316785
Website compasspw.com
Client types

Overview

Compass Private Wealth Group LLC is a registered investment advisory firm based in Short Hills, New Jersey. Established in 2022, the firm specializes in providing personalized wealth management services to high-net-worth individuals, corporate executives, business owners, and partners of professional services firms. Compass Private Wealth Group emphasizes a modern approach to financial planning, focusing on simplifying complex financial decisions and building long-term client relationships based on trust and personalized service. The firm operates both in-person and virtually, offering flexible consultation options to meet client needs.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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