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| Compass Wealth Management LLC
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|---|---|
| CRD # | 156482 |
| SEC # | 801-72172 |
| CIK # | 0001965653 |
| AUM | $682.5 M (2026-02-25) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 678-619-2364 |
| Address | 115 Perimeter Center Pl Atlanta, GA 30346 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 25.5 | ||
| Applied Materials Inc /DE | 13.0 | ||
| Alphabet Inc | 12.9 | ||
| Advanced Energy Industries Inc | 12.6 | ||
| Alphabet Inc | 11.3 | ||
| J P Morgan Chase & Co | 10.9 | ||
| V F Corp | 10.5 | ||
| Danaher Corp /DE/ | 9.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 9.0 | ||
| Chevron Corp | 8.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 49.2 |
| (b) Individuals (high net worth individuals) | 83 | 256.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 2.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 773 | 307.7 |
| By Discretionary | ||
| Discretionary | 773 | 307.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 773 | 307.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.7 | |
| Total | 773 | 307.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965653] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
High Falls Advisors Inc
✚
|
NY | 0.7 |
|
von Borstel & Associates Inc
✚
|
OR | 0.7 |
|
Matthew Goff Investment Advisor LLC
✚
|
TX | 0.7 |
|
West Financial Advisors LLC
✚
|
IA | 0.7 |
|
Koesten Hirschmann & Crabtree Inc
✚
|
KS | 0.7 |
|
The GenWealth Group Inc
✚
|
NJ | 0.7 |
|
Brent Forrest & Associates LLC
✚
|
TX | 0.7 |
|
Woodward Financial Advisors Inc
✚
|
NC | 0.6 |
|
Peak Retirement Planning Inc
✚
|
OH | 0.6 |
|
Cardinal Strategic Wealth Guidance LLC
✚
|
KY | 0.6 |