Compass Wealth

RIASEC RegisteredEst. 2022
Total AUM
$112M
Discretionary
$112M
100% of AUM
Avg account
$119K
Accounts
939
Employees
9
Advisory reps
7

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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, US Government Bonds 33%, Cash & Cash Equivalents 6%, Other 1%60%
  • Exchange Traded Equities60%
  • US Government Bonds33%
  • Cash & Cash Equivalents6%
  • Other1%

Owners & executives

1 of 1
  • Poonnasa Corn

    Poonnasa Corn

    Chief Operating PartnerCRD 6496012

Contacts

3 of 6
  • Marvin Mitchell

    Marvin Mitchell

    Founder & PresidentCRD 5324636

  • Vincent Buttaro

    Compliance ManagerCRD 6156731

  • Airionne Solanke

    Airionne Solanke

    Lead Service AdvisorCRD 6342671

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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