Compass Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated February 10, 2026, reports $308M in regulatory assets under management, 4 employees, and 773 accounts.
Assets Under Management
$308M
Employees
4
Offices
--
Total Clients
171
Primary office
ATLANTA, GA
115 PERIMETER CENTER PL, SUITE 870, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.7% of total clients.
Top client categories% of clientsClients
1
Individuals
49.7%
85
2
HNWI
48.5%
83
3
Pension Plans
1.8%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$308Mas of February 10, 2026
Discretionary100.0%
$308M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$308M
Total Accounts773
10Y AUM Change+$154M (+100.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee43:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.