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COMPASS RETIREMENT, LLC

· CRD 158412 · IAPD ↗ · compass-retirement.com · 860-661-3821

$105.1MRegulatory AUM
1Advisory reps
1Employees
4Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — COMPASS RETIREMENT, LLC (location n/a) is newly SEC-registered with $105.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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