$10.5M Total AUM
$10.5M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-18-2017
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Compound Wealth Advisors
Compound Wealth Advisors is a SAN Diego-based RIA. The firm has been operating for 8 years. Managing $10.5M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$10.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Unison Zenith vital
Client Personas
Vital
Investment Themes
Ridge vertex Alpha bridge Timber focus
Investment Vehicles
Insight vital
Platform
Catalyst
Services
Vital harbor Ember summit Signal wave Value Value beacon Value Insight bridge
Owner & Executives
STUART ALLAN SCHIFFMAN
Chief Compliance Officer, Chief Executive Officer, Founder, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #1305083
- Ownership
- 75% or more
(772) 905-4985
fusion.vector@bridgecapital.com
in linkedin.com/in/insight-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,500,000
Equity - Exchange:
13.1% U.S. Government/Agency:
37.2% Cash:
49.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $942,964,151 | 13.1% |
| U.S. Government/Agency | $2,677,730,260 | 37.2% |
| Cash | $3,577,505,213 | 49.7% |
| Total | $7,198,199,624 | 100.0% |