Compass Private Wealth Group LLC

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Client assets under management

$113,345,908

Clients

84% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,416,824

About

Compass Private Wealth Group LLC provides discretionary wealth management, financial planning, and retirement‑plan advisory services to individuals, high‑net‑worth clients, families, trusts, businesses, and retirement plans. The firm reports managing about $113 million in client assets across roughly 80 client relationships and also offers standalone financial planning engagements and an educational book for purchase.

CPW’s investment approach is primarily long‑term and customized, constructing portfolios from ETFs, stocks, mutual funds and, when appropriate, individual bonds while using both fundamental and technical analysis. The firm typically seeks institutional share classes, may retain legacy positions for tax or fit reasons, and discloses occasional use of short‑term margin borrowings in client accounts as part of portfolio implementation and cash management.

Noteworthy for a supported firm of its size, CPW has recently begun using online lead‑generation and investor‑matching platforms (paying a flat fee per referral) and amended its brochure to reflect these digital marketing activities and its educational book. The advisory team also includes professionals licensed to sell insurance, which the brochure discloses can create commission conflicts, and the firm emphasizes institutional custody relationships and prior big‑firm experience among its advisors.

Client services

Financial planning Portfolio management Pension consulting Educational book

Expertise

Wealth management

Fee options

Fixed

Fixed engagement fees for financial planning based on expected hours to complete.

Percentage

$0+: 2.00% annually +: 0.50% annually

Project-based

Up to $300 per hour for financial planning services.

Main office location

Compass Private Wealth Group LLC

51 Jfk Parkway, 1 St Fl W, Suite 107

Short Hills NJ 07078, United States

Number of offices

Most active in

New Jersey

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (908) 615-2249

Advisors at this firm

Manuel R

CFP®, Series 63, Series 66

Short Hills, NJ

Compass Private Wealth Group LLC

Manuel Ruiz is a CFP® professional with 14 years of industry experience, currently serving at Compass Private Wealth Group LLC since 2021. His prior work includes roles at Bank of America, Merrill Lynch, and J.P. Morgan Securities. He is also a licensed insurance professional. Compass Private Wealth Group provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and employer-sponsored plans. The firm employs a tailored, long-term investment approach using ETFs, stocks, and mutual funds, integrating financial planning with portfolio supervision.

Wealth management

Dorota P

Series 63, Series 66

Short Hills, NJ

Compass Private Wealth Group LLC

Dorota Pietryka is a financial advisor with Compass Private Wealth Group LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Merrill Lynch and J.P. Morgan Securities. She is also a licensed insurance agent, dedicating a portion of her time to insurance sales and implementation of insurance recommendations. Compass Private Wealth Group provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and employer-sponsored plans. The firm employs a tailored, primarily long-term investment approach using ETFs, stocks, and mutual funds, integrating financial planning with ongoing portfolio supervision.

Wealth management

William C

Series 63, Series 66

Short Hills, NJ

Compass Private Wealth Group LLC

William Ciccone is a financial advisor at Compass Private Wealth Group LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill Lynch, and JP Morgan Securities. Compass Private Wealth Group provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and employer-sponsored plans. The firm focuses on a tailored, long-term investment approach using ETFs, stocks, and mutual funds, integrating financial planning with ongoing portfolio supervision.

Wealth management

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