Compound Wealth Advisors
Finance · Connecticut, United States · 11-50 Employees
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Overview
Headquarters
7 Yorkshire Ct, Farmington, Connecticut,...Phone Number
(860) 358-0880Website
www.compoundwa.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Compound Wealth Advisors
Compound Wealth Advisors is a fiduciary wealth management firm based in San Diego, CA, specializing in retirement planning, estate planning, investment management, and tax planning for well-compensated professionals and their families. They offer a comprehensive suite of services designed to help clients prepare for and enjoy their retirement years, with a focus on personalized strategies and building lasting relationships. The firm caters to pre-retirees, retirees, and individuals experiencing sudden wealth, providing tailored advice and support. Their unique approach includes limited engagements for those not yet ready for full-time assistance, ensuring clients receive the guidance they need to achieve their financial goals.Explore more
Compound Wealth Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$9.3M
11-50
Private
<$5M
2012
Jason HerberFounding Partner. Senior Wealth Advisor, Chief Financial Officer
Company Profile Activity
Activity Insights
Compound Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Compound Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Compound Wealth Advisors.
Compound Wealth Advisors Tech Stack
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Compound Wealth Advisors is a fiduciary wealth management firm based in San Diego, CA, specializing in retirement planning, estate planning, investment management, and tax planning for well-compensated professionals and their families. They offer a comprehensive suite of services designed to help clients prepare for and enjoy their retirement years... Read More
