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Compass Private Wealth Group LLC

Compass Private Wealth Group LLC. CRD 316785

Compass Private Wealth Group LLC logo

CRD: 316785

Compass Private Wealth Group LLC

Short Hills, NJ, 07078
9086152249
www.compasspw.com
$113.3M Total AUM
$109.5M Disc. AUM
-- 3Y CAGR
3 Employees
84 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · JP Morgan · Merrill Lynch
Clients
Retail
Platforms
--
Established Date
11-08-2021
Office Locations
1

Office Locations

51 JFK Parkway 1ST FL W, Suite 107 Short Hills NJ

About Compass Private Wealth Group LLC

Compass Private Wealth Group is a Short Hills, NJ RIA offering financial planning and ongoing asset management for families and business owners, with support across tax, estate, insurance, retirement, and charitable planning. Portfolios emphasize asset allocation and risk management using ETFs, mutual funds, and investment-grade bonds, with selective use of alternatives when appropriate. Serves clients in-person and virtually; custody relationships include Schwab and JP Morgan.

Team overview

35 AVG AGE
$37.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
3.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Frontier pioneer Crest vertex

Client Personas

Glacier

Custodian

Prime pioneer Glacier Frontier Capital meridian Capital

Investment Themes

Insight summit Unison Foundation insight

Investment Vehicles

Ridge peak

Platform

Zenith

Services

Momentum Catalyst prime Optima Zenith summit Matrix matrix Signal Quantum Oak

Owner & Executives

WILLIAM BRETT CICCONE

WILLIAM BRETT CICCONE

Financial Professional, Managing Member, Managing Partner

CRD
#5822448
Ownership
50% but less than 75%
(388) 663-7781
insight.vital@focuscapital.com
in linkedin.com/in/vertex-bridge
M

MANUEL RUIZ

Managing Member, Managing Partner

CRD
#3139277
Ownership
50% but less than 75%
(668) 479-7150
beacon.horizon@beaconcapital.com
in linkedin.com/in/legacy-focus
V

Vital signal

Crest crest pioneer

CRD
#47898
Ownership
17.7%
(356) 340-5488
matrix.vector@beaconcapital.com
in linkedin.com/in/meridian-glacier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-02-2022
10-14-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $109,526,287 $445,229
Non-Discretionary $3,819,621 $293,817
Total $113,345,908 $437,629

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Separately Managed Accounts

Total SMA Asset: $113,345,908

$113.3M Total SMA
Public Funds:
27.9%
Equity - Exchange:
8.6%
Corporate - Investment Grade:
18.9%
Cash:
16.1%
Municipal Bonds:
17.0%
U.S. Government/Agency:
11.5%
Asset class Assets Assets %
Public Funds $380,168,922 27.9%
Equity - Exchange $117,184,686 8.6%
Corporate - Investment Grade $257,533,786 18.9%
Cash $219,380,633 16.1%
Municipal Bonds $231,644,146 17.0%
U.S. Government/Agency $156,700,452 11.5%
Total $1,362,612,625 100.0%

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