Compass Wealth Management, LLC
● SEC registered since 2011CRD 156482SEC# 801-72172Atlanta, GA
Reg. AUM
$307.7M
Employees
4
Accounts
773
Location
Atlanta, GA
Compass Wealth Management, LLC assets under management
Compass Wealth Management, LLC operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2011. It reports $307.7 million in regulatory assets under management and employs 4 people.
Compass Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Anthony Amato Control | Principal/Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Compass Wealth Management, LLC manage?
Compass Wealth Management, LLC reports $307.7 million in regulatory assets under management on its Form ADV.
How many employees does Compass Wealth Management, LLC have?
Compass Wealth Management, LLC reports 4 employees.
Where is Compass Wealth Management, LLC located?
Compass Wealth Management, LLC is based in Atlanta, GA and has been SEC-registered since 2011.
Does Compass Wealth Management, LLC disclose fund performance?
Compass Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 115 Perimeter Center Pl, Suite 870, Atlanta, GA 30346 |
| Phone | 678-619-2364 |
| Fax | 678-679-3360 |
| Office hours | 9:00 a.m. - 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$307.7M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$307.7Mregulatory AUM
Discretionary $307.7M