Compendium Wealth Advisors, LLC

Compendium Wealth Advisors, LLC (CRD# 283475) is a financial advisory firm headquartered in Austin, TX. They manage $2,679,922 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
12600 Hill Country Blvd, Suite R-275, Austin, TX 78738
http://www.compendiumwealth.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $107,197
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Compendium Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven London, financial advisor Austin TX
Steven J. London
CRD#: 4599921
12600 Hill Country Blvd, Suite R-275, Austin, TX 78738

Steven London (CRD# 4599921) is an Investment Advisor Representative working at Compendium Wealth Advisors, LLC in Austin, TX and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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