Compass Wealth Management, LLC

Compass Wealth Management, LLC (CRD# 130693) is a financial advisory firm headquartered in Concord, MA. They manage $50,484,431 in 254 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $198,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

MA, NH, TX

Financial Advisors at Compass Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Louis E. Conrad
CRD#: 4770097
290 Baker Avenue, Suite N101, Concord, MA 01742
90
Wealthminder
score

Louis Conrad (CRD# 4770097) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Concord, MA and has 1 year of experience in the finance industry.

2
Janet G. Wheeler
CRD#: 4270739
290 Baker Avenue, Suite N101, Concord, MA 01742
90
Wealthminder
score

Janet Wheeler (CRD# 4270739) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Concord, MA and has 1 year of experience in the finance industry.

3
Theodore J. Van Gerven
CRD#: 6493151
290 Baker Avenue, Suite N101, Concord, MA 01742
89
Wealthminder
score

Theodore Van Gerven (CRD# 6493151) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Concord, MA and has over 2 years of experience in the finance industry.

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