SHORT HILLS, NJCRD 316785Latest ADV March 25, 2026
Compass Private Wealth Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Short Hills, NJ. Its latest Form ADV filing, dated March 25, 2026, reports $113M in regulatory assets under management, 3 employees, and 259 accounts.
Assets Under Management
$113M
Employees
3
Offices
--
Total Clients
80
Primary office
SHORT HILLS, NJ
51 JFK PARKWAY, 1ST FL W, SUITE 107, SHORT HILLS, NJ, United States
Top client segmentHNWI represent 83.8% of total clients.
Top client categories% of clientsClients
1
HNWI
83.8%
67
2
Individuals
16.3%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$113Mas of March 25, 2026
Discretionary96.6%
$110M
97% of total RAUM96.6%
Non-discretionary3.4%
$4M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$113M
Total Accounts259
10Y AUM Change+$113M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee27:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.