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COMPASS WEALTH MANAGEMENT, LLC
3340 Peachtree Rd Ne
Suite 620
Atlanta, Georgia 30326
Tel: 678-619-2364
About COMPASS WEALTH MANAGEMENT, LLC
COMPASS WEALTH MANAGEMENT, LLC, formally registered with the SEC as COMPASS WEALTH MANAGEMENT, LLC. The firm was established in 02/14/2011. They have over 1 offices throughout the country.
COMPASS WEALTH MANAGEMENT, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $225,280,749 assets under management, offering retirement planning & investment advisory services to 743 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156482 |
| SEC# | 801-72172 |
| Assets Managed by Firm | $225,280,749 |
| No. of Clients | 743 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 743 | $225,280,749 |
| Individuals (other than high net worth individuals) | 84 | $41,781,489 |
| High net worth individuals | 74 | $182,234,691 |
| Pension and profit sharing plans | 3 | $1,264,569 |
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