COMPENDIUM WEALTH ADVISORS, LLC

COMPENDIUM WEALTH ADVISORS, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 283475). Regulatory assets under management: $4.3M.

Registration

• CRD: 283475
• Type: Registered investment adviser
• Location: 12600 HILL COUNTRY BLVD, AUSTIN, TX, 78738
• Phone: (512) 745-7720
• Latest filing: 2026-07-16
• Regulatory AUM: $4.3M
• Discretionary AUM: $4.3M
• Clients: 1
• Accounts: 29

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283475 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search