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COMPASS WEALTH MANAGEMENT, LLC

ATLANTA, GA · CRD 156482 · IAPD ↗ · compasswm.net · 678-619-2364

$307.7MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — COMPASS WEALTH MANAGEMENT, LLC now reports custody of client assets ($709,353).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.