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Building 2COMPASS WEALTH MANAGEMENT, LLC

Map pinATLANTA, GA
Phone678-619-2364
NotebookSEC #801-72172
Total AUM
$307.7M
Employees
4
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 PERIMETER CENTER PL
SUITE 870
ATLANTA
GA 30346
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
678-619-2364

ReceiptFinancials

Total AUM
$307.7M
Accounts
773
Discretionary
$307.7M
Accounts
773
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$49.2M
HNW Individual Clients
83
AUM
$256.3M
Pension/Profit Sharing Plan Clients
3
AUM
$2.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALASC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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