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COMPASS WEALTH

ST. LOUIS, MO · CRD 282420 · IAPD ↗ · compasswealth.com · 314-373-1598

$111.9MRegulatory AUM
7Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
8States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
September 2026 — COMPASS WEALTH changed its website from crsretirement.com to compasswealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
September 2026 — COMPASS RETIREMENT GROUP LLC is now doing business as COMPASS WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
August 2026 — COMPASS RETIREMENT GROUP LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
42
June 2026 — COMPASS RETIREMENT GROUP LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2026 — COMPASS RETIREMENT GROUP LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — COMPASS RETIREMENT GROUP LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — COMPASS RETIREMENT GROUP LLC now reports custody of client assets ($61,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
25
August 2024 — COMPASS RETIREMENT GROUP LLC changed its website from crsretirement.com to compassretirementsolutions.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
July 2024 — COMPASS RETIREMENT GROUP LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
68
July 2024 — COMPASS RETIREMENT GROUP LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
July 2024 — COMPASS RETIREMENT GROUP LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
50
April 2024 — COMPASS RETIREMENT GROUP LLC shrank from 7 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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