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COMPASS WEALTH MANAGEMENT, LLC
(781) 862-7030
SEC #801-71641Total AUM
$34M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
VARIABLE
Monday - Friday
Monday - Friday
Phone
(781) 862-7030
Financials
Total AUM
$34M
Accounts
183Discretionary
$33.4M
Accounts
182Non-Discretionary
$575.9K
Accounts
1
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.