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COMPASS WEALTH ADVISORS
COMPASS WEALTH ADVISORS, LLC
CRD 165749
830 D STREET5, PETALUMA, CA, 94952, United States
Phone
707-494-3250
Fax
707-775-3736
Registration
— (—)
Source
State registered
Total AUM
$42.8M
Discretionary AUM
$42.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 164 | $29.5M |
| High net worth individuals | 2 | $12.1M |
| Charitable organizations | 1 | $1.2M |
Official SEC filing: View on IAPD