CRD: 337358
Compound Wealth, Advisory AND TAX LLC
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- Custodian
- Charles Schwab & Company ยท Equity Trust
- Clients
- Retail
- Platforms
- AtlasHorizon
- Established Date
- 07-28-2025
- Office Locations
- 3
Office Locations
About Compound Wealth, Advisory AND TAX LLC
Compound Wealth is a Wisconsin-based boutique RIA delivering integrated tax planning/prep, accounting, and wealth management/investment planning for business owners, real estate investors, and high-income/HNW households nationwide, including exit and liquidity-event support. Its in-house model connects tax strategy to portfolio decisions, using AI-enabled tools to streamline data intake, improve accuracy, and provide timelier reporting.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GRIFFIN K KALEPP
Chief Compliance Officer, President
- CRD
- #6033428
- Ownership
- Less than 5%
JOEL DEAN YAEGER
Chief Executive Officer
- CRD
- #6229026
- Ownership
- Less than 5%
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Jorjio A. Hopkins
--
- CRD
- #8032060
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,816,972 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,816,972 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,816,972
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,493,229,040 | 18.7% |
| Equity - Exchange | $590,903,470 | 7.4% |
| Cash | $1,764,725,229 | 22.1% |
| U.S. Government/Agency | $1,916,443,687 | 24.0% |
| Other | $2,219,880,605 | 27.8% |
| Total | $7,985,182,031 | 100.0% |