Compass Retirement, LLC
● SEC registered since 2026CRD 158412SEC# 801-135947
Reg. AUM
$105.1M
Employees
1
Accounts
255
Location
—
Compass Retirement, LLC assets under management
Compass Retirement, LLC is an SEC-registered investment adviser. The firm has been registered since 2026. It reports $105.1 million in regulatory assets under management and employs 1 people.
Compass Retirement, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Robert Bubello Control | Managing Member/Principal/Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Compass Retirement, LLC manage?
Compass Retirement, LLC reports $105.1 million in regulatory assets under management on its Form ADV.
How many employees does Compass Retirement, LLC have?
Compass Retirement, LLC reports 1 employees.
Does Compass Retirement, LLC disclose fund performance?
Compass Retirement, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 860-661-3821 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$105.1MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$105.1Mregulatory AUM
Discretionary $92.3MNon-discretionary $12.8M