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Compton Wealth

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS
507

Firm Details

Metro area Richmond
CRD Number
Website andpartners.com
Client types

Overview

Compton Wealth is a boutique advisory team that guides families and business owners with personalized, goals-based planning and portfolio management. Clients get one-on-one advice paired with the resources of &Partners, including an on-call investment concierge and planning specialists. The practice emphasizes deep discovery, meticulous planning, and ongoing adjustments as life changes. Core competencies include tailored planning, customized portfolios, investment research and insights; specialized areas include retirement planning, discretionary portfolio management, alternative investment solutions, and multi-generational planning. The approach blends personal attention with institutional-grade tools to help clients build wealth and legacy with integrity and clarity.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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