← Back to searchVisit website
COMPASS WEALTH MANAGEMENT, LLC
CRD 156482 · SEC 801-72172
115 PERIMETER CENTER PL, SUITE 870, ATLANTA, GA, 30346, United States
Phone
678-619-2364
Fax
678-679-3360
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$307.7M
Discretionary AUM
$307.7M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $49.2M |
| High net worth individuals | 83 | $256.3M |
| Pension/profit sharing plans | 3 | $2.2M |
States served
GA, LA, SC, FL
All web addresses on file
- HTTP://COMPASSWM.NET
- https://www.linkedin.com/company/compasswm/
- https://www.facebook.com/compasswm
- https://www.instagram.com/compasswealthmanagement/
- https://twitter.com/CompassWM
- https://www.tiktok.com/@compasswealth?is_from_webapp=1&sender_device=pc
- https://www.youtube.com/channel/UCbSHCYvhKpbzjmU9mmik4NQ
Official SEC filing: View on IAPD