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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-13-2018
- Office Locations
- 1
Office Locations
About Wealth Compounders LLC
Wealth Compounders LLC is an independent, fiduciary registered investment advisor (SmartVestor Pro) serving families with personalized wealth management, investing, and retirement planning. The firm provides financial planning and portfolio construction, with additional support for legacy and education planning. Portfolios are implemented primarily with diversified public funds and ETFs (including asset-allocation and socially responsible approaches), with custody through Interactive Brokers.
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Owner & Executives
PRITAM DHAVALE
Chief Compliance Officer, Financial Advisor
- CRD
- #6597567
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,186,727 | -- |
| Total | $10,186,727 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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