COMPASS PRIVATE WEALTH CONSULTING, LLC

COMPASS PRIVATE WEALTH CONSULTING, LLC is an SEC-registered investment adviser (CRD 147934). Regulatory assets under management: $19.8M.

Registration

• CRD: 147934
• SEC file number: 801-69455
• Type: Registered investment adviser
• Phone: 612-309-3018
• Latest filing: 2026-03-10
• Regulatory AUM: $19.8M
• Discretionary AUM: $19.8M
• Clients: 1
• Accounts: 88

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147934 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search