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| Compass Private Wealth Group LLC
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| CRD # | 316785 |
| SEC # | 801-132197 |
| CIK # | 0001965653 |
| AUM | 113.3 M (2026-06-11) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 908-615-2249 |
| Address | 51 Jfk Parkway Short Hills, NJ 07078 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001965653 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 25.5 | ||
| Applied Materials Inc /DE | 13.0 | ||
| Alphabet Inc | 12.9 | ||
| Advanced Energy Industries Inc | 12.6 | ||
| Alphabet Inc | 11.3 | ||
| J P Morgan Chase & Co | 10.9 | ||
| V F Corp | 10.5 | ||
| Danaher Corp /DE/ | 9.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 9.0 | ||
| Chevron Corp | 8.8 | ||
| Air Products & Chemicals Inc /DE/ | 8.5 | ||
| Constellation Brands Inc | 8.4 | ||
| TJX Companies Inc /DE/ | 8.0 | ||
| Starbucks Corp | 7.8 | ||
| Scotts Miracle-Gro Co | 7.4 | ||
| Corning Inc /NY | 7.3 | ||
| Wal Mart Stores Inc | 6.8 | ||
| United Technologies Corp /DE/ | 6.5 | ||
| Phillips 66 | 6.3 | ||
| BioScrip Inc | 6.3 | ||
| Ace Ltd | 6.2 | ||
| Crown Castle International Corp | 5.9 | ||
| Marriott International Inc /MD/ | 5.7 | ||
| AbbVie Inc | 5.7 | ||
| Canadian Pacific Railway Ltd/Cn | 5.3 | ||
| HCA Holdings Inc | 5.2 | ||
| Entegris Inc | 5.2 | ||
| Mid America Apartment Communities Inc | 5.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 6.0 |
| (b) Individuals (high net worth individuals) | 67 | 107.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 259 | 113.3 |
| By Discretionary | ||
| Discretionary | 246 | 109.5 |
| Non-Discretionary | 13 | 3.8 |
| Total | 259 | 113.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.3 | |
| Total | 259 | 113.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965653] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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