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Managing Member / Managing Partner · Compass Private Wealth Group LLC

Manuel Ruiz

CRD 3139277 · Named on Form ADV at one SEC-registered adviser

At a glance

Compass Private Wealth Group LLC, an SEC-registered wealth manager based in Short Hills, NJ with $113 million in regulatory assets, lists Manuel Ruiz on its Form ADV as Managing Member / Managing Partner, a control person.

Firms and roles

AtlasMembers

Manuel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • William B. CicconeManaging Member / Managing Partner, Compass Private Wealth Group LLC
  • Dorota B. PietrykaChief Compliance Officer and Chief Operating Officer, Compass Private Wealth Group LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Manuel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.