Compass Wealth Management, LLC
Compass Wealth Management, LLC (CRD# 156482) is a financial advisory firm headquartered in Atlanta, GA. They manage $225,280,749 in 743 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management225MILLION
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Total Number of Accounts743ACCOUNTS
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Average Account Value$303,204
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, GA, LA, SC
Robert Amato (CRD# 2984669) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.
Penelope Claire Holmes (CRD# 7346833) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Lance Miller (CRD# 6655370) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.