COMPASS WEALTH MANAGEMENT LLC

GUILFORD, Connecticut·3 registered advisors·CRD# 106289
SEC# 801-538052203-453-7000
01

Firm Overview

AUM
$542M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COMPASS WEALTH MANAGEMENT LLC

3 registered advisors
Carolyn Ann Matthes
GUILFORD, Connecticut
Jason W Bear
GUILFORD, Connecticut
William Lee Matthes
GUILFORD, Connecticut
05

Office Locations

GUILFORD, Connecticut
3 advisors

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Data sourced from SEC Form ADV filings. COMPASS WEALTH MANAGEMENT LLC (CRD# 106289) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.