Compass Wealth Management, LLC
Compass Wealth Management, LLC (CRD# 156482) is a financial advisory firm headquartered in Atlanta, GA. They manage $153,500,000 in 865 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management154MILLION
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Total Number of Accounts865ACCOUNTS
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Average Account Value$177,457
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses

FL, GA
Robert Amato (CRD# 2984669) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Atlanta, GA and has over 20 years of experience in the finance industry. Robert Amato 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.
Beau Davis (CRD# 2829250) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Atlanta, GA and has over 19 years of experience in the finance industry. Beau Davis 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.