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Compass Private Wealth Group LLC

● SEC registered since 2025CRD 316785SEC# 801-132197Short Hills, NJ
Export (members)
Reg. AUM
$100.8M
Employees
3
Accounts
272
Location
Short Hills, NJ

Compass Private Wealth Group LLC assets under management

Compass Private Wealth Group LLC is an investment advisory firm registered with the SEC based in Short Hills, NJ. The firm has been registered since 2025. It reports $100.8 million in regulatory assets under management and employs 3 people.

Compass Private Wealth Group LLC owners & executives

3 reported
NameTitleOwnershipSince
Dorota Bernadetta Pietryka ControlChief Compliance Officer And Chief Operating OfficerUnder 5%2024
Manuel Ruiz ControlManaging Member / Managing Partner50-75%2021
William Brett Ciccone ControlManaging Member / Managing Partner50-75%2021

Frequently asked questions

How much does Compass Private Wealth Group LLC manage?

Compass Private Wealth Group LLC reports $100.8 million in regulatory assets under management on its Form ADV.

How many employees does Compass Private Wealth Group LLC have?

Compass Private Wealth Group LLC reports 3 employees.

Where is Compass Private Wealth Group LLC located?

Compass Private Wealth Group LLC is based in Short Hills, NJ and has been SEC-registered since 2025.

Does Compass Private Wealth Group LLC disclose fund performance?

Compass Private Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address51 Jfk Parkway, 1st Fl W, Suite 107, Short Hills, NJ 07078
Phone(908) 615-2249
Fax(973) 576-5240
Office hours8:30a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$100.7M
Non-discretionary$139K
Total (RAUM)$100.8M