COMPOUND WEALTH ADVISORS

COMPOUND WEALTH ADVISORS is an SEC-registered investment adviser (CRD 288240). Regulatory assets under management: $10.5M.

Registration

• CRD: 288240
• Type: Registered investment adviser
• Phone: (858) 263-3207
• Latest filing: 2026-05-28
• Regulatory AUM: $10.5M
• Discretionary AUM: $10.5M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288240 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search