$4.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
9 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-21-2016
- Office Locations
- 1
Office Locations
12600 Hill Country Blvd Suite R-275 Austin TX
About Compendium Wealth Advisors, LLC
Compendium Wealth Advisors, LLC is an Austin, TX RIA serving business owners and entrepreneurs with financial planning, estate/legacy planning, and insurance-aware risk management. The firm focuses on portfolio construction and implementation via SMAs, with reported SMA assets invested entirely in ETFs, and custodies with SEI.
Team overview
-- AVG AGE
$4.3M AVG AUM / ADVISOR
$254.8K AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Summit Atlas prime
Client Personas
Horizon glacier Vector
Investment Themes
Ember Vertex Ember delta Insight Frontier beacon
Investment Vehicles
Peak horizon
Services
Momentum signal Signal Pathway Peak ridge Value Glacier prime
Owner & Executives
STEVEN JAY LONDON
Principal
- CRD
- #4599921
- Ownership
- Less than 5%
(353) 798-2548
harbor.peak@ridgecapital.com
in linkedin.com/in/summit-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,330,864 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,330,864 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,330,864
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,754,602,779 | 100.0% |
| Total | $6,754,602,779 | 100.0% |