Compass Wealth Management, LLC

Compass Wealth Management, LLC (CRD# 156482) is a financial advisory firm headquartered in Atlanta, GA. They manage $142,000,000 in 825 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3340 Peachtree Rd., Suite 210, Atlanta, GA 30326
http://compasswm.net
By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    825
    ACCOUNTS
  • Average Account Value
    $172,121
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, GA

Financial Advisors at Compass Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert Amato, financial advisor Atlanta GA
Robert A. Amato
CRD#: 2984669
3340 Peachtree Rd., Suite 210, Atlanta, GA 30326
96
Wealthminder
score

Robert Amato (CRD# 2984669) 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. 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.

2
Beau Davis, financial advisor Atlanta GA
Beau H. Davis
CRD#: 2829250
3340 Peachtree Rd., Suite 210, Atlanta, GA 30326
96
Wealthminder
score

Beau Davis (CRD# 2829250) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Atlanta, GA and has over 18 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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals