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Compass Wealth Management LLC

● SEC registered since 1997CRD 106289SEC# 801-53805Guilford, CT
Export (members)
Reg. AUM
$609.5M
Employees
5
Accounts
895
Location
Guilford, CT

Compass Wealth Management LLC assets under management

Compass Wealth Management LLC is an investment advisory firm registered with the SEC based in Guilford, CT. The firm has been registered since 1997. It reports $609.5 million in regulatory assets under management and employs 5 people.
compasswealthmanagement.comView on SEC.gov ↗

Compass Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Jason W Bear ControlOwner/CcoOver 75%2019

Frequently asked questions

How much does Compass Wealth Management LLC manage?

Compass Wealth Management LLC reports $609.5 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 Guilford, CT and has been SEC-registered since 1997.

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

Address10 Water Street, Guilford, CT 06437
Phone203-453-7000
Fax203-453-7007
Office hours9a.m.-5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$609.5M
Non-discretionary$0
Total (RAUM)$609.5M