Compass Wealth Management, LLC
Compass Wealth Management, LLC is an SEC-registered wealth manager in Atlanta, GA with $307.7M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Compass Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156482, SEC 801-72172, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $307.7M (2026-02-10)
- Firm type
- Wealth Manager
- Location
- Atlanta, GA
- Employees
- 4
- Clients
- 171
- CRD
- 156482
- Ownership
- AMATO, ROBERT, ANTHONY; DAVIS, BEAU, HUNTER; MILLER, LANCE, ALEC; Miller, Lance; CRUMLEY, JAMES, ROBERT
How much AUM does Compass Wealth Management, LLC have?
Compass Wealth Management, LLC reported $307.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Compass Wealth Management, LLC?
Disclosed owners and executives of Compass Wealth Management, LLC include AMATO, ROBERT, ANTHONY, DAVIS, BEAU, HUNTER, MILLER, LANCE, ALEC, Miller, Lance, CRUMLEY, JAMES, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.