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| Happy Holidays!! thanks for using AUM13F!! |
| Compound Family Offices LLC
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| CRD # | 298776 |
| SEC # | 801-114125 |
| CIK # | |
| AUM | $480.4 M (2025-03-24) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 941-556-9294 |
| Address | 2033 Main Street Sarasota, FL 34237 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 28.3 |
| (b) Individuals (high net worth individuals) | 60 | 447.3 |
| (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 | 4 | 4.8 |
| (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 | 288 | 480.4 |
| By Discretionary | ||
| Discretionary | 288 | 480.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 288 | 480.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 480.4 | |
| Total | 288 | 480.4 |
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|---|---|---|
|
Marion Wealth Management LLC
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|
PA | 0.5 |
|
Aerie Advisory Group LLC
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|
WA | 0.5 |
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Mayport LLC
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0.5 | |
|
Auctus Advisors LLC
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|
NC | 0.5 |
|
Priebe Wealth Holdings LLC
✚
|
MN | 0.5 |
|
The Enterprise Investment Company
✚
|
MI | 0.5 |
|
Hobbs Group Advisors LLC
✚
|
SC | 0.5 |
|
Arkfeld Wealth Strategies LLC
✚
|
NE | 0.5 |
|
Gainplan LLC
✚
|
MI | 0.5 |
|
Enrich Financial Partners LLC
✚
|
WI | 0.5 |