$19.8M Total AUM
$19.8M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Radial insight
- Established Date
- 04-20-2009
- Office Locations
- 1
Office Locations
-- Prior Lake MN
About Compass Private Wealth Consulting, LLC
Compass Wealth Management is an independent, fee-only fiduciary RIA providing wealth management for corporate executives, business owners, and retirees. The firm pairs ongoing financial planning with a scheduled update cadence and customized investment management that accounts for legacy/low-basis holdings, using tailored income and hedging approaches. NAPFA member.
Team overview
55 AVG AGE
$19.8M AVG AUM / ADVISOR
$550.9K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Glacier pioneer Zenith value
Client Personas
Quantum
Custodian
Meridian Oak quantum Vital
Investment Themes
Quantum matrix Optima frontier Value
Investment Vehicles
Optima prime
Platform
Vital zenith
Services
Capital beacon Signal Capital Unison frontier Summit Frontier Eagle glacier Ember Ridge
Technology
Insight pioneer
Owner & Executives
RICHARD RUSSELL MILLER
Chief Compliance Officer, Managing Member, President, Wealth Advisor
- CRD
- #3086878
- Ownership
- 75% or more
(791) 452-6040
meridian.peak@pioneercapital.com
in linkedin.com/in/unison-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,832,044 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,832,044 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,832,044
Equity - Exchange:
33.3% U.S. Government/Agency:
44.0% Cash:
22.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,016,404,995 | 33.3% |
| U.S. Government/Agency | $1,342,997,591 | 44.0% |
| Cash | $692,864,667 | 22.7% |
| Total | $3,052,267,253 | 100.0% |