COMPASS RETIREMENT GROUP LLC
Doing business as COMPASS WEALTH. SEC Form ADV profile.
Total regulatory AUM
$111,859,803
Discretionary
$111,859,803
Non-discretionary
$0
Firm details
- CRD number
- 282420
- SEC file number
- 801-124696
- Main office
- ST. LOUIS, MO, United States
- Employees
- 9
- SEC status
- Approved
- Website
- https://www.compasswealth.com
- Fee structure
-
Percentage of AUM
As of October 2026.