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).

By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    743
    ACCOUNTS
  • Average Account Value
    $303,204
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, SC

Financial Advisors at Compass Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert A. Amato
CRD#: 2984669
3340 Peachtree Rd., Suite 620, Atlanta, GA 30326

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.

2
Penelope Claire C. Holmes
CRD#: 7346833
3340 Peachtree Rd Ne, Suite 620, Atlanta, GA 30326

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.

3
Lance A. Miller
CRD#: 6655370
3340 Peachtree Rd Ne, Suite 620, Atlanta, GA 30326

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.

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