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Compass Wealth Management, LLC

● SEC registered since 2011CRD 156482SEC# 801-72172Atlanta, GA
Export (members)
Reg. AUM
$267.8M
Employees
5
Accounts
761
Location
Atlanta, GA

Compass Wealth Management, LLC assets under management

Compass Wealth Management, LLC operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2011. It reports $267.8 million in regulatory assets under management and employs 5 people.
compasswm.netView on SEC.gov ↗

Compass Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Anthony Amato ControlPrincipal/Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Compass Wealth Management, LLC manage?

Compass Wealth Management, LLC reports $267.8 million in regulatory assets under management on its Form ADV.

How many employees does Compass Wealth Management, LLC have?

Compass Wealth Management, LLC reports 5 employees.

Where is Compass Wealth Management, LLC located?

Compass Wealth Management, LLC is based in Atlanta, GA and has been SEC-registered since 2011.

Does Compass Wealth Management, LLC disclose fund performance?

Compass Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address115 Perimeter Center Pl, Suite 870, Atlanta, GA 30346
Phone678-619-2364
Fax678-679-3360
Office hours9:00 a.m. - 4:30 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$267.8M
Non-discretionary$0
Total (RAUM)$267.8M