COMPASS WEALTH ADVISORS
Firm details
- Headquarters
- PETALUMA, California
- CRD number
- 165749
- Custodians
- TRADE-PMR INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals68.84%
- HNWI28.3%
- Charitable Organizations2.86%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Compass Wealth Advisors is an LLC that provides fee-based portfolio management primarily to individuals, families and small-business clients, with some institutional relationships. The firm charges a percentage-of-AUM advisory fee and reports that it manages client assets on a discretionary basis. It identifies as owner-managed (individual owner) and does not position itself as a capital allocator or pension consultant. The firm is not registered as a multi-state adviser and does not list active ESG investing as part of its stated approach.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Exchange Traded Equities47%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1JOHN CORT
Chief Investment OfficerCRD 5727496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PETALUMA, CA
SONOMA
Location
PETALUMA, CA
Headquartered in PETALUMA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SONOMA
- Address
- 830 D St
- Time zone
- PT (UTC-8)
- Office locations
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