Wealth Compass Financial, Inc.
Wealth Compass Financial, Inc. is an SEC-registered mass-market adviser in Carlsbad, CA with $115.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wealth Compass Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290139, SEC 801-134778, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $115.4M (2026-04-27)
- Firm type
- Mass-Market Adviser
- Location
- Carlsbad, CA
- Employees
- 2
- Clients
- 251
- CRD
- 290139
- Ownership
- NUCKOLS, STEVEN, THOMAS
How much AUM does Wealth Compass Financial, Inc. have?
Wealth Compass Financial, Inc. reported $115.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Wealth Compass Financial, Inc.?
Disclosed owners and executives of Wealth Compass Financial, Inc. include NUCKOLS, STEVEN, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.