Compass Private Wealth Management, LLC

Compass Private Wealth Management, LLC (CRD# 172046) is a financial advisory firm headquartered in Orlando, FL. They manage $1,800,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $56,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Compass Private Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael B. David
CRD#: 3218129
Orlando, FL
96
Wealthminder
score

Michael David (CRD# 3218129) is an Investment Advisor Representative working at Compass Private Wealth Management, LLC in Orlando, FL and has over 16 years of experience in the finance industry. Michael David has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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