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COMPENDIUM WEALTH ADVISORS, LLC
CRD 283475
12600 HILL COUNTRY BLVD, SUITE R-275, AUSTIN, TX, 78738, United States
Phone
(512) 745-7720
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.3M
Discretionary AUM
$4.3M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $762K |
| High net worth individuals | 7 | $3.5M |
| Corporations/business entities | 1 | $70K |
All web addresses on file
Official SEC filing: View on IAPD