Compass Wealth Management LLC

Compass Wealth Management LLC (CRD# 106289) is a financial advisory firm headquartered in Guilford, CT. They manage $542,113,403 in 838 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    542
    MILLION
  • Total Number of Accounts
    838
    ACCOUNTS
  • Average Account Value
    $646,913
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NC, NY, TX, UT, VA

Financial Advisors at Compass Wealth Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jason W. Bear
CRD#: 5768783
10 Water Street, Guilford, CT 06437

Jason Bear (CRD# 5768783) is an Investment Advisor Representative working at Compass Wealth Management LLC in Guilford, CT and has over 13 years of experience in the finance industry.

2
Radford E. Brogden
CRD#: 5335401
10 Water Street, Guilford, CT 06437

Radford Brogden (CRD# 5335401) is an Investment Advisor Representative working at Compass Wealth Management LLC in Guilford, CT and has over 16 years of experience in the finance industry.

3
Carolyn A. Matthes
CRD#: 1357299
10 Water St., Guilford, CT 06437

Carolyn Matthes (CRD# 1357299) is an Investment Advisor Representative working at Compass Wealth Management LLC in Guilford, CT and has over 35 years of experience in the finance industry.

4
William L. Matthes
CRD#: 1127116
10 Water St,, Guilford, CT 06437

William Matthes (CRD# 1127116) is an Investment Advisor Representative working at Compass Wealth Management LLC in Guilford, CT and has over 40 years of experience in the finance industry.

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