Compass Wealth Management, LLC

RIAState Registered

Total AUM

$98M

Discretionary

$98M

100% of AUM

Avg account

$342K

Accounts

286

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 130693
Website: www.compassinvest.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI84.37%
Individuals14.28%
Charitable Organizations1.34%
Other0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Compass Wealth Management, LLC is an independent, individually owned advisory firm organized as an LLC. The firm serves mainly individual and family clients and acts as a capital allocator, directing client capital to both traditional and third‑party alternative managers. Its reported advisory services span financial planning, portfolio management for individuals and small businesses (and for some business/institutional clients), pension consulting-related work, selection of other advisers, and educational workshops. Compass is state‑registered in Massachusetts and New Hampshire. The firm uses a mix of fee arrangements: percentage of AUM, hourly fees, fixed fees and other billing methods. Compass does not emphasize ESG investing.