COMPASS WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$682,519,106
Discretionary
$682,519,106
Non-discretionary
$0
Firm details
- CRD number
- 106289
- SEC file number
- 801-53805
- Main office
- GUILFORD, CT, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.