Compass Private Wealth Group LLC
● SEC registered since 2025CRD 316785SEC# 801-132197Short Hills, NJ
Reg. AUM
$113.3M
Employees
3
Accounts
259
Location
Short Hills, NJ
Compass Private Wealth Group LLC assets under management
Compass Private Wealth Group LLC is an investment advisory firm registered with the SEC based in Short Hills, NJ. The firm has been registered since 2025. It reports $113.3 million in regulatory assets under management and employs 3 people.
Compass Private Wealth Group LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dorota Bernadetta Pietryka Control | Chief Compliance Officer And Chief Operating Officer | Under 5% | 2024 |
| Manuel Ruiz Control | Managing Member / Managing Partner | 50-75% | 2021 |
| William Brett Ciccone Control | Managing Member / Managing Partner | 50-75% | 2021 |
Frequently asked questions
How much does Compass Private Wealth Group LLC manage?
Compass Private Wealth Group LLC reports $113.3 million in regulatory assets under management on its Form ADV.
How many employees does Compass Private Wealth Group LLC have?
Compass Private Wealth Group LLC reports 3 employees.
Where is Compass Private Wealth Group LLC located?
Compass Private Wealth Group LLC is based in Short Hills, NJ and has been SEC-registered since 2025.
Does Compass Private Wealth Group LLC disclose fund performance?
Compass Private Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 51 Jfk Parkway, 1st Fl W, Suite 107, Short Hills, NJ 07078 |
| Phone | (908) 615-2249 |
| Fax | (973) 576-5240 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$113.3M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$113.3Mregulatory AUM
Discretionary $109.5MNon-discretionary $3.8M