COMPOUND WEALTH, ADVISORY AND TAX LLC

COMPOUND WEALTH, ADVISORY AND TAX LLC of WAUNAKEE, WI is an SEC-registered investment adviser (CRD 337358). Regulatory assets under management: $42.8M.

Registration

• CRD: 337358
• Type: Registered investment adviser
• Location: 204 MORAVIAN VALLEY ROAD, WAUNAKEE, WI, 53597
• Phone: 608-999-2214
• Latest filing: 2026-07-28
• Regulatory AUM: $42.8M
• Discretionary AUM: $42.8M
• Clients: 5
• Accounts: 176

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337358 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search