Compass Wealth Advisors

Compass Wealth Advisors (CRD# 165749) is a financial advisory firm headquartered in Petaluma, CA. They manage $26,332,673 in 131 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
14 Keller Street, Petaluma, CA 94952
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $201,013
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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

Financial Advisors at Compass Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
John Cort, financial advisor Petaluma CA
John C. Cort
CRD#: 5727496
135 Keller Street, Suite C, Petaluma, CA 94952

John Cort (CRD# 5727496) is an Investment Advisor Representative working at Compass Wealth Advisors in Petaluma, CA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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