Compass Wealth Management LLC
Compass Wealth Management LLC is an SEC-registered wealth manager in Guilford, CT with $682.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Compass Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106289, SEC 801-53805, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $682.5M (2026-02-25)
- Firm type
- Wealth Manager
- Location
- Guilford, CT
- Employees
- 5
- Clients
- 375
- CRD
- 106289
- Ownership
- MATTHES, WILLIAM, LEE; BEAR, JASON, W; MATTHES, CAROLYN, ANN
How much AUM does Compass Wealth Management LLC have?
Compass Wealth Management LLC reported $682.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Compass Wealth Management LLC?
Disclosed owners and executives of Compass Wealth Management LLC include MATTHES, WILLIAM, LEE, BEAR, JASON, W, MATTHES, CAROLYN, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.