Wealth Compass Financial, Inc.

Overview

Wealth Compass Financial, Inc. is a privately owned corporate RIA that manages client portfolios for individuals, families and select institutional relationships. The firm charges fees based on a percentage of assets under management and lists portfolio management for individuals/small businesses plus selection of other advisers among its advisory services. It identifies as a capital allocator and does not characterize itself as an active ESG investor. The firm’s regulatory filing shows SEC registration listed for 2026 and an owner-type of Individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices