Compass Wealth Management, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 156482
- Registered since
- February 14, 2011
- Website
- www.compasswm.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.3%
- Individuals16%
- Pension & Profit Sharing Plans0.7%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Compass Wealth Management, LLC is an independent, owner-operated registered investment adviser first registered with the SEC in 2011. The firm serves both individual and family clients as well as institutional clients and charges fees based on a percentage of assets under management. Its core advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Compass does not position itself as an ESG-focused manager and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
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 Funds72%
- Investment Grade Corp Bonds17%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
2 of 2
Robert Amato
PrincipalCRD 2984669
Lance Miller
Financial PlannerCRD 6655370
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$326M in ETFs
98%
$321M
1%
$5.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES AAA - A RATED CORPORATE BOND ETF (QLTA) | BlackRock | Passive | Corporate Bond | $31M | 650,371 | 9.48% |
Location
Atlanta, GA
Dekalb
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Dekalb
- Address
- 115 Perimeter Center Pl Ne
- Time zone
- ET (UTC-5)
- Office locations
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