COMPASS WEALTH MANAGEMENT, LLC

Overview

Compass Wealth Management, LLC is an independent registered investment adviser that provides fee-based financial planning and portfolio management to individuals, families and small-business clients, with some institutional relationships. Founded and SEC-registered in 2011 and structured as a limited liability company under individual ownership, the firm charges a percentage-of-AUM advisory fee and delivers planning, discretionary portfolio management and educational workshops. Investment activity centers on public funds and mutual funds as the primary vehicle for client portfolios, supplemented by individualized strategies delivered through separately managed account mechanisms. The firm does not identify as an ESG-focused investor and is not positioned as a capital allocator; when clients require exposure to private or specialty strategies Compass relies on third-party managers and syndicated offerings. Advisory coverage emphasizes discretionary management and comprehensive planning for high-net-worth households, with educational seminars as a client-service and business-development channel.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices