COMPASS PRIVATE WEALTH GROUP LLC
CRD #316785 SEC #801-132197 SHORT HILLS, NJ (908) 615-2249
SEC Registered
Total AUM
$100.8M
Discretionary
$100.7M
Employees
3
Clients
51
Accounts
272
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $100.8M | $100.7M | $139.1K | 3 | 0 |
| Mar 2025 | $100.8M | $100.7M | $139.1K | 3 | 0 |
| Mar 2025 | $100.8M | $100.7M | $139.1K | 3 | 0 |
| Feb 2025 | $100.8M | $100.7M | $139.1K | 3 | 0 |
| Jul 2022 | $70M | $70M | $0 | 3 | 0 |
| May 2022 | $70M | $70M | $0 | 3 | 0 |
| Apr 2022 | $70M | $70M | $0 | 3 | 0 |
| Apr 2022 | $70M | $70M | $0 | 3 | 0 |
| Mar 2022 | $70M | $70M | $0 | 3 | 0 |
| Feb 2022 | $70M | $70M | $0 | 3 | 0 |
| Nov 2021 | $0 | $0 | $0 | 3 | 0 |
| Nov 2021 | $0 | $0 | $0 | 3 | 0 |
| Oct 2021 | $0 | $0 | $0 | 3 | 0 |
| Oct 2021 | $0 | $0 | $0 | 3 | 0 |
| Sep 2021 | $0 | $0 | $0 | 1 | 0 |
| Sep 2021 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$100.8M
Discretionary$100.7M
Non-Disc.$139.1K
Employees3
Clients0
DateMar 2025
Total AUM$100.8M
Discretionary$100.7M
Non-Disc.$139.1K
Employees3
Clients0
DateMar 2025
Total AUM$100.8M
Discretionary$100.7M
Non-Disc.$139.1K
Employees3
Clients0
DateFeb 2025
Total AUM$100.8M
Discretionary$100.7M
Non-Disc.$139.1K
Employees3
Clients0
DateJul 2022
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0