Compass Wealth
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 282420
- Registered since
- April 21, 2022
- Website
- www.crsretirement.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals88.23%
- HNWI11.77%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Compass Wealth operates as an independent registered investment adviser structured as a limited liability company and SEC-registered since 2022. The firm is individually owned and positions itself as a capital allocator that manages portfolios for individuals and families, as well as for small businesses. Its advisory services include financial planning, discretionary portfolio management, and the selection of third‑party advisers. Compensation is fee‑based using a percentage of assets under management. Compass Wealth does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds33%
- Cash & Cash Equivalents6%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 10326 Old Olive Street Rd
- Time zone
- CT (UTC-6)
- Office locations
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