COMPASS WEALTH ADVISORS, LLC

ELKHART, Indiana·4 registered advisors·CRD# 117129

SEC# 801-60956574-522-3738

01

Firm Overview

AUM

$202M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at COMPASS WEALTH ADVISORS, LLC

4 registered advisors

Deborah Arlene Dehoff

ELKHART, Indiana

Gregory Lee Schoenfeld

ELKHART, Indiana

ELKHART, Indiana

Paul Devaux Reasoner

ELKHART, Indiana

05

Office Locations

ELKHART, Indiana

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Data sourced from SEC Form ADV filings. COMPASS WEALTH ADVISORS, LLC (CRD# 117129) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.