Compass Wealth Management LLC
● SEC registered since 1997CRD 106289SEC# 801-53805Guilford, CT
Reg. AUM
$682.5M
Employees
5
Accounts
931
Location
Guilford, CT
Compass Wealth Management LLC assets under management
Compass Wealth Management LLC is an investment advisory firm registered with the SEC based in Guilford, CT. The firm has been registered since 1997. It reports $682.5 million in regulatory assets under management and employs 5 people.
Compass Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason W Bear Control | Owner/Cco | Over 75% | 2019 |
Frequently asked questions
How much does Compass Wealth Management LLC manage?
Compass Wealth Management LLC reports $682.5 million in regulatory assets under management on its Form ADV.
How many employees does Compass Wealth Management LLC have?
Compass Wealth Management LLC reports 5 employees.
Where is Compass Wealth Management LLC located?
Compass Wealth Management LLC is based in Guilford, CT and has been SEC-registered since 1997.
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 | 10 Water Street, Guilford, CT 06437 |
| Phone | 203-453-7000 |
| Fax | 203-453-7007 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$682.5M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$682.5Mregulatory AUM
Discretionary $682.5M